2024-09-29 07:43:41 +07:00
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# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Simon S, 2024
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2024-10-13 07:42:30 +07:00
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# Anders Wallenquist <anders.wallenquist@vertel.se>, 2024
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# Lasse L, 2024
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2025-01-05 08:44:31 +07:00
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# Jakob Krabbe <jakob.krabbe@vertel.se>, 2025
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# Wil Odoo, 2025
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2024-09-29 07:43:41 +07:00
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#
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#, fuzzy
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msgid ""
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Project-Id-Version: Odoo 18.0\n"
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2024-09-29 07:43:41 +07:00
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"Report-Msgid-Bugs-To: \n"
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2025-02-23 15:02:15 +07:00
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"POT-Creation-Date: 2025-02-20 16:01+0000\n"
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2024-10-13 07:42:30 +07:00
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"PO-Revision-Date: 2024-10-08 06:34+0000\n"
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2025-01-05 08:44:31 +07:00
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"Last-Translator: Wil Odoo, 2025\n"
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2024-09-29 07:43:41 +07:00
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"Language-Team: Swedish (https://app.transifex.com/odoo/teams/41243/sv/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: sv\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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#: ../../content/applications/services.rst:5
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msgid "Services"
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msgstr "Tjänster"
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#: ../../content/applications/services/field_service.rst:8
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msgid "Field Service"
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msgstr "Fälttjänst"
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#: ../../content/applications/services/field_service.rst:11
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msgid ""
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"`Odoo Tutorials: Field Service <https://www.odoo.com/slides/field-"
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"service-49>`_"
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msgstr ""
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"Handledning för `Odoo: Fälttjänst <https://www.odoo.com/slides/field-"
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"service-49>`_"
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#: ../../content/applications/services/field_service/creating_tasks.rst:3
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msgid "Creating field service tasks"
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2024-10-13 07:42:30 +07:00
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msgstr "Skapa uppgifter för fältservice"
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/creating_tasks.rst:5
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msgid ""
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"Tasks in Odoo Field Service can be created manually or automatically, "
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"including from sales orders or helpdesk tickets."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Uppgifter i Odoo Field Service kan skapas manuellt eller automatiskt, till "
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"exempel från försäljningsorder eller helpdeskärenden."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/creating_tasks.rst:9
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#: ../../content/applications/services/project/tasks/task_creation.rst:9
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msgid "Manual task creation"
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2024-10-13 07:42:30 +07:00
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msgstr "Manuellt skapande av uppgifter"
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/creating_tasks.rst:11
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msgid "To create a new field service task:"
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2024-10-13 07:42:30 +07:00
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msgstr "Så här skapar du en ny fältserviceuppgift:"
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/creating_tasks.rst:13
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msgid ""
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"Open the Field service app and go to :menuselection:`Field Service --> All "
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"Tasks --> All Tasks`."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Öppna Field Service-appen och gå till :menyselection:`Field Service --> All "
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"Tasks --> All Tasks`."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/creating_tasks.rst:14
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msgid "Click :guilabel:`New`."
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2024-10-13 07:42:30 +07:00
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msgstr "Klicka på :guilabel:`New`."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/creating_tasks.rst:15
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msgid ""
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"Fill in the task title, :guilabel:`Customer` and any other :ref:`optional "
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"field <task_creation/task-configuration>`, then save manually."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Fyll i uppgiftens titel, :guilabel:`Kund` och eventuella andra :ref:`valfält"
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" <task_creation/task-configuration>`, och spara sedan manuellt."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/creating_tasks.rst:19
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msgid "Task creation from a sales order"
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2024-10-13 07:42:30 +07:00
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msgstr "Skapa uppdrag från en försäljningsorder"
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/creating_tasks.rst:21
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msgid ""
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"This feature allows for field service tasks to be automatically created from"
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" a sales order. When you create a quotation with the :ref:`service product "
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"<sales/invoicing/configured-service-product>` and confirm it, a task is "
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"automatically created in your Field Service project. Click the "
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":guilabel:`Tasks` smart button to access it from the sales order."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Den här funktionen gör det möjligt att automatiskt skapa "
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"fältserviceuppgifter från en försäljningsorder. När du skapar en offert med "
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":ref:`tjänsteprodukt <sales/invoicing/configured-service-product>` och "
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"bekräftar den, skapas automatiskt en uppgift i ditt Field Service-projekt. "
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"Klicka på den smarta knappen :guilabel:`Tasks` för att komma åt den från "
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"försäljningsordern."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/creating_tasks.rst:27
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msgid "Task creation from a helpdesk ticket"
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2024-10-13 07:42:30 +07:00
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msgstr "Skapa en uppgift från ett helpdeskärende"
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/creating_tasks.rst:29
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msgid ""
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"If you have the Helpdesk app installed, you can :ref:`create field service "
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"tasks from a helpdesk ticket <helpdesk/field>`."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Om du har Helpdesk-appen installerad kan du :ref:`skapa fälttjänstuppgifter "
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"från ett helpdeskärende <helpdesk/field>`."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:3
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msgid "Planning an itinerary"
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2024-10-13 07:42:30 +07:00
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msgstr "Planera en resväg"
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:5
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msgid ""
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"By default, **Odoo Field Service** shows a static map where all task "
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"locations for the day are pinned. To make it more useful for the field "
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"service workers, it is possible to display an itinerary on the map using "
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"MapBox. To do so, enable the **Map Routes** feature as follows:"
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Som standard visar **Odoo Field Service** en statisk karta där alla "
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"uppdragsplatser för dagen är fastnålade. För att göra det mer användbart för"
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" fältservicemedarbetarna är det möjligt att visa en resväg på kartan med "
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"hjälp av MapBox. För att göra det, aktivera funktionen **Map Routes** på "
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"följande sätt:"
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:9
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msgid ""
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"Create or sign in to a MapBox account using the following link: "
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"`<https://www.mapbox.com/>`_."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Skapa eller logga in på ett MapBox-konto med hjälp av följande länk: "
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"`<https://www.mapbox.com/>`_."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:10
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msgid ""
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"`Create a token <https://docs.mapbox.com/help/getting-started/access-"
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"tokens/#adding-url-restrictions-to-access-tokens>`_."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"`Skapa en pollett <https://docs.mapbox.com/help/getting-started/access-"
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"tokens/#adding-url-restrictions-to-access-tokens>`_."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:11
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msgid ""
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"Go to the `Access tokens page on Mapbox <https://account.mapbox.com/access-"
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"tokens/>`_ and copy your token."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Gå till sidan för åtkomsttokens på Mapbox "
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"<https://account.mapbox.com/access-tokens/>`_ och kopiera din pollett."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:13
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msgid ""
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"In Odoo, go to the :guilabel:`Settings` app and scroll down to the "
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":guilabel:`Integrations` section. Paste your Mapbox access token in the "
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":guilabel:`Token` field under :guilabel:`Map Routes`, and click "
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":guilabel:`Save`."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"I Odoo, gå till appen :guilabel:`Settings` och scrolla ner till avsnittet "
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":guilabel:`Integrations`. Klistra in din Mapbox-åtkomsttoken i "
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":guilabel:`Pollett`-fältet under :guilabel:`Map Routes` och klicka på "
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":guilabel:`Spara`."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:18
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msgid "Displaying your itinerary on a map"
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msgstr "Visa din resväg på en karta"
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:21
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msgid ""
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"For a field service task to be featured on the map, a **valid address** must"
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" be provided for the customer."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"För att ett fältserviceuppdrag ska visas på kartan måste en **giltig "
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"adress** anges för kunden."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:24
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msgid ""
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"To display your tasks on a map, go to :menuselection:`Field Service --> My "
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"Tasks --> Map`. To create your itinerary, Odoo sorts out your field service "
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"tasks based on their :guilabel:`Planned Date` to show the way from one "
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"location to the next."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"För att visa dina uppgifter på en karta, gå till :menuselection:`Field "
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"Service --> My Tasks --> Map`. För att skapa din resväg sorterar Odoo dina "
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"fältserviceuppgifter baserat på deras :guilabel:`Planned Date` för att visa "
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"vägen från en plats till nästa."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:28
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msgid ""
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"To open your itinerary on the Google Maps website or app, click "
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":guilabel:`View in Google Maps`. Google Maps includes your current location "
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"as a starting point for your itinerary."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Om du vill öppna din resväg på Google Maps webbplats eller app klickar du på"
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" :guilabel:`Visa i Google Maps`. Google Maps inkluderar din nuvarande plats "
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"som startpunkt för din resväg."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:32
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msgid ""
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"By default, the map shows today’s tasks. Remove the :guilabel:`Today` filter"
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" in the search bar to display all tasks. Your tasks are then sorted by date "
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"in the left column."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Som standard visar kartan dagens uppgifter. Ta bort filtret "
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":guilabel:`Today` i sökfältet för att visa alla uppgifter. Dina uppgifter "
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"sorteras sedan efter datum i den vänstra kolumnen."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/planning_itinerary.rst:34
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msgid ""
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"Click your task in the left column or the map pin to display the task's "
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"details. From there, you can :guilabel:`Open` the task or click "
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":guilabel:`Navigate to` to get an itinerary from your current location to "
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"this specific task's location."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Klicka på din uppgift i den vänstra kolumnen eller på kartnålen för att visa"
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" uppgiftens detaljer. Därifrån kan du :guilabel:`Öppna` uppgiften eller "
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"klicka på :guilabel:`Navigera till` för att få en resplan från din nuvarande"
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" plats till den specifika uppgiftens plats."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/field_service/product_management.rst:3
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msgid "Product management"
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msgstr "Produkthantering"
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#: ../../content/applications/services/field_service/product_management.rst:5
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msgid ""
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"When field service workers perform tasks on-site, they commonly use products"
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" to complete their work. Odoo Field Service allows them to record these "
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"products using the **product catalog** and **default warehouse** features. "
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"Doing so keeps your inventory up-to-date in real-time and automatically adds"
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" the products to the invoice."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"När fältservicemedarbetare utför uppgifter på plats använder de ofta "
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"produkter för att slutföra sitt arbete. Odoo Field Service gör det möjligt "
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"för dem att registrera dessa produkter med hjälp av funktionerna "
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"**produktkatalog** och **standardlager**. På så sätt hålls ditt lager "
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"uppdaterat i realtid och produkterna läggs automatiskt till på fakturan."
|
2024-09-29 07:43:41 +07:00
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|
|
#: ../../content/applications/services/field_service/product_management.rst:11
|
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|
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msgid "Product catalog"
|
2024-10-13 07:42:30 +07:00
|
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|
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msgstr "Produktkatalog"
|
2024-09-29 07:43:41 +07:00
|
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|
|
#: ../../content/applications/services/field_service/product_management.rst:13
|
|
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|
|
msgid ""
|
|
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|
|
"To activate the product catalog for Field Service, go to "
|
|
|
|
|
":menuselection:`Field Service --> Configuration --> Settings` and enable the"
|
|
|
|
|
" :guilabel:`Time and Material Invoicing` feature."
|
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|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att aktivera produktkatalogen för Field Service, gå till "
|
|
|
|
|
":menuselection:`Field Service --> Configuration --> Settings` och aktivera "
|
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|
|
":guilabel:`Time and Material Invoicing`."
|
2024-09-29 07:43:41 +07:00
|
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|
|
#: ../../content/applications/services/field_service/product_management.rst:16
|
|
|
|
|
msgid "To add products to a task, proceed as follows:"
|
2024-10-13 07:42:30 +07:00
|
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msgstr "Gör så här om du vill lägga till produkter i en uppgift:"
|
2024-09-29 07:43:41 +07:00
|
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|
|
#: ../../content/applications/services/field_service/product_management.rst:18
|
|
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|
|
msgid "Go to Field Service and open a task."
|
2024-10-13 07:42:30 +07:00
|
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|
msgstr "Gå till Field Service och öppna en uppgift."
|
2024-09-29 07:43:41 +07:00
|
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|
|
#: ../../content/applications/services/field_service/product_management.rst:19
|
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|
|
msgid "Click the :guilabel:`Products` smart button."
|
2024-10-13 07:42:30 +07:00
|
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msgstr "Klicka på den smarta knappen :guilabel:`Products`."
|
2024-09-29 07:43:41 +07:00
|
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|
#: ../../content/applications/services/field_service/product_management.rst:20
|
|
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|
|
msgid "Click :guilabel:`Add` on a product card to add it to your task."
|
|
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|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
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|
|
"Klicka på :guilabel:`Add` på ett produktkort för att lägga till det i din "
|
|
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|
|
"uppgift."
|
2024-09-29 07:43:41 +07:00
|
|
|
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|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:21
|
|
|
|
|
msgid ""
|
|
|
|
|
"If needed, adjust the number of products using the :guilabel:`-` and "
|
|
|
|
|
":guilabel:`+` buttons."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Om det behövs kan du justera antalet produkter med hjälp av knapparna "
|
|
|
|
|
":guilabel:`-` och :guilabel:`+`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:23
|
|
|
|
|
msgid ""
|
|
|
|
|
"Going back to your task, the smart button now displays the amount of "
|
|
|
|
|
"products you added and the price. You can return to the product catalog at "
|
|
|
|
|
"any time to edit the product selection."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"När du går tillbaka till din uppgift visar smartknappen nu antalet produkter"
|
|
|
|
|
" du lagt till och priset. Du kan när som helst gå tillbaka till "
|
|
|
|
|
"produktkatalogen för att redigera produktvalet."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create and edit products from Field Service, go to :menuselection:`Field "
|
|
|
|
|
"Service --> Configuration --> Products`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att skapa och redigera produkter från Field Service, gå till "
|
|
|
|
|
":menyval:`Field Service --> Konfiguration --> Produkter`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:29
|
|
|
|
|
msgid ""
|
|
|
|
|
"To find your products more easily, use the search bar and filter your "
|
|
|
|
|
"products by :guilabel:`Product Category` and :guilabel:`Attributes`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att hitta dina produkter lättare kan du använda sökfältet och filtrera "
|
|
|
|
|
"dina produkter efter :guilabel:`Produktkategori` och :guilabel:`Attribut`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:33
|
|
|
|
|
msgid "User default warehouse"
|
|
|
|
|
msgstr "Användarens standardlager"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:35
|
|
|
|
|
msgid ""
|
|
|
|
|
"Setting up a **default warehouse** can be useful for field technicians who "
|
|
|
|
|
"keep a supply on the go in their van or those who always resupply from the "
|
|
|
|
|
"same warehouse. It also allows field workers to switch between warehouses "
|
|
|
|
|
"from their profiles."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Att skapa ett **standardlager** kan vara användbart för fälttekniker som "
|
|
|
|
|
"alltid har ett förråd i sin skåpbil eller för dem som alltid hämtar varor "
|
|
|
|
|
"från samma lager. Det gör det också möjligt för fältarbetare att växla "
|
|
|
|
|
"mellan lager från sina profiler."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:39
|
|
|
|
|
msgid ""
|
|
|
|
|
"Products in sales orders created during field interventions are always "
|
|
|
|
|
"pulled from the default warehouse, keeping the inventory accurate."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Produkter i försäljningsorder som skapas under fältinterventioner hämtas "
|
|
|
|
|
"alltid från standardlagret, vilket håller inventeringen korrekt."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:43
|
|
|
|
|
msgid ":doc:`../../inventory_and_mrp/inventory`"
|
|
|
|
|
msgstr ":doc:`../../inventory_and_mrp/inventory`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:46
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:15
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:15
|
2024-09-29 07:43:41 +07:00
|
|
|
|
#: ../../content/applications/services/planning.rst:29
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:19
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:13
|
|
|
|
|
msgid "Configuration"
|
|
|
|
|
msgstr "Konfiguration"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:48
|
|
|
|
|
msgid ""
|
|
|
|
|
"To set up a user default warehouse, the :doc:`storage locations "
|
|
|
|
|
"<../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations>`"
|
|
|
|
|
" feature needs to be activated in the **Inventory** app. It is also "
|
|
|
|
|
"necessary to have more than one warehouse in your database."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att ställa in ett standardlager för användaren måste funktionen "
|
|
|
|
|
":doc:`storage locations "
|
|
|
|
|
"<../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations>`"
|
|
|
|
|
" aktiveras i appen **Inventory**. Det är också nödvändigt att ha mer än ett "
|
|
|
|
|
"lager i din databas."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:53
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can either set it up :ref:`for your profile <default-warehouse/my-"
|
|
|
|
|
"profile>`, or :ref:`for all users <default-warehouse/all-users>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Du kan antingen ställa in den :ref:`för din profil <default-warehouse/my-"
|
|
|
|
|
"profile>`, eller :ref:`för alla användare <default-warehouse/all-users>`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:57
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations`"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:62
|
|
|
|
|
msgid "For your profile"
|
|
|
|
|
msgstr "För din profil"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:64
|
|
|
|
|
msgid ""
|
|
|
|
|
"To set up a default warehouse for yourself, click your **profile icon** in "
|
|
|
|
|
"the upper right corner of the screen, then, go to :menuselection:`My Profile"
|
|
|
|
|
" --> Preferences --> Default Warehouse`. Select the default warehouse from "
|
|
|
|
|
"the drop-down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att ställa in ett standardlager för dig själv, klicka på din "
|
|
|
|
|
"**profilikon** i det övre högra hörnet av skärmen och gå sedan till "
|
|
|
|
|
":menuselection:`Min profil --> Inställningar --> Standardlager`. Välj "
|
|
|
|
|
"standardlager från rullgardinsmenyn."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:71
|
|
|
|
|
msgid "For all users"
|
|
|
|
|
msgstr "För alla användare"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:73
|
|
|
|
|
msgid ""
|
|
|
|
|
"To set up a default warehouse for a specific user, go to "
|
|
|
|
|
":menuselection:`Settings --> Users --> Manage users`, select a user, then go"
|
|
|
|
|
" to the :guilabel:`Preferences` tab. Scroll down to :guilabel:`Inventory`, "
|
|
|
|
|
"and select the default warehouse from the drop-down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att ställa in ett standardlager för en viss användare, gå till "
|
|
|
|
|
":menuselection:`Inställningar --> Användare --> Hantera användare`, välj en "
|
|
|
|
|
"användare och gå sedan till fliken :guilabel:`Preferenser`. Bläddra ner till"
|
|
|
|
|
" :guilabel:`Inventory` och välj standardlagret i rullgardinsmenyn."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst-1
|
|
|
|
|
msgid "Selection of a default warehouse on a user profile."
|
|
|
|
|
msgstr "Val av ett standardlager på en användarprofil."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:81
|
|
|
|
|
msgid "Use in field service tasks"
|
|
|
|
|
msgstr "Användning inom fältservice"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:83
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once a default warehouse has been configured for a user, the materials used "
|
|
|
|
|
"for a sales order related to a Field Service task are pulled from that "
|
|
|
|
|
"specific warehouse. Open the related sales order, go to the :guilabel:`Other"
|
|
|
|
|
" Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse "
|
|
|
|
|
"is applied correctly."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När ett standardlager har konfigurerats för en användare hämtas det material"
|
|
|
|
|
" som används för en försäljningsorder som är relaterad till en "
|
|
|
|
|
"fältserviceuppgift från det specifika lagret. Öppna den relaterade "
|
|
|
|
|
"försäljningsordern, gå till fliken :guilabel:`Övrig info` och bläddra sedan "
|
|
|
|
|
"ner till :guilabel:`Leverans`. Standardlagret tillämpas korrekt."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/product_management.rst:88
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once the Field Service task is marked as done, the stock of the default "
|
|
|
|
|
"warehouse is automatically updated."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När fältserviceuppgiften markeras som utförd uppdateras lagret i "
|
|
|
|
|
"standardlagret automatiskt."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:3
|
|
|
|
|
msgid "Worksheets"
|
|
|
|
|
msgstr "Arbetsblad"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Worksheets** help your field service workers perform and report their on-"
|
|
|
|
|
"site tasks. They can feature various information, such as instructions, to-"
|
|
|
|
|
"do lists, etc. You can also format your worksheet using checkboxes, bullet "
|
|
|
|
|
"points, blank fields to fill in, HTML, and add files, images, links, and "
|
|
|
|
|
"more."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"**Arbetsblad** hjälper dina fältservicemedarbetare att utföra och rapportera"
|
|
|
|
|
" sina uppgifter på plats. De kan innehålla olika typer av information, t.ex."
|
|
|
|
|
" instruktioner, att-göra-listor osv. Du kan också formatera kalkylbladet med"
|
|
|
|
|
" kryssrutor, punktlistor, tomma fält att fylla i, HTML och lägga till filer,"
|
|
|
|
|
" bilder, länkar med mera."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:10
|
|
|
|
|
msgid ""
|
|
|
|
|
"It is common for businesses to have their workers perform the same type of "
|
|
|
|
|
"field service repeatedly. Making custom **worksheet templates** eliminates "
|
|
|
|
|
"the need to recreate the same worksheet each time you plan a similar field "
|
|
|
|
|
"service task."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Det är vanligt att företag låter sina anställda utföra samma typ av "
|
|
|
|
|
"fältservice upprepade gånger. Genom att skapa anpassade "
|
|
|
|
|
"**kalkylbladsmallar** behöver du inte skapa samma kalkylblad varje gång du "
|
|
|
|
|
"planerar en liknande fältserviceuppgift."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:17
|
|
|
|
|
msgid ""
|
|
|
|
|
"To use worksheets in Field Service, go to :menuselection:`Field Service --> "
|
|
|
|
|
"Configuration --> Settings`, enable the :guilabel:`Worksheets` feature, and "
|
|
|
|
|
"click :guilabel:`Save`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Om du vill använda kalkylblad i Field Service går du till :menyval:`Field "
|
|
|
|
|
"Service --> Konfiguration --> Inställningar`, aktiverar funktionen "
|
|
|
|
|
":guilabel:`Kalkylblad` och klickar på :guilabel:`Spara`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:21
|
|
|
|
|
msgid ""
|
|
|
|
|
"Worksheet templates are designed using **Studio**. Enabling the "
|
|
|
|
|
":guilabel:`Worksheets` feature automatically installs the **Studio** app, "
|
|
|
|
|
"which may impact your price plan."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Arbetsbladsmallar är utformade med **Studio**. Om du aktiverar funktionen "
|
|
|
|
|
":guilabel:`Worksheets` installeras automatiskt appen **Studio**, vilket kan "
|
|
|
|
|
"påverka din prisplan."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:25
|
|
|
|
|
msgid "Create a worksheet template"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Skapa en mall för ett kalkylblad"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create your **worksheet templates**, go to :menuselection:`Field Service "
|
|
|
|
|
"--> Configuration --> Worksheet Templates`. Click :guilabel:`New` and give "
|
|
|
|
|
"your worksheet template a name. Manually save, then click :guilabel:`Design "
|
|
|
|
|
"Template` to open **Studio** and customize your worksheet template."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att skapa dina **arbetsbladsmallar**, gå till :menuselection:`Field "
|
|
|
|
|
"Service --> Configuration --> Worksheet Templates`. Klicka på "
|
|
|
|
|
":guilabel:`New` och ge din kalkylbladsmall ett namn. Spara manuellt och "
|
|
|
|
|
"klicka sedan på :guilabel:`Design Template` för att öppna **Studio** och "
|
|
|
|
|
"anpassa din kalkylbladsmall."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:31
|
|
|
|
|
msgid ""
|
|
|
|
|
"In Studio, drag and drop the desired fields from the left column into your "
|
|
|
|
|
"worksheet on the right. To rearrange the fields on the worksheet, drag and "
|
|
|
|
|
"drop them in the desired order. Click a field to customize its "
|
|
|
|
|
":ref:`properties <studio/fields/properties>`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"I Studio drar du och släpper de önskade fälten från den vänstra kolumnen "
|
|
|
|
|
"till ditt kalkylblad till höger. Om du vill ordna om fälten på kalkylbladet "
|
|
|
|
|
"drar du och släpper dem i önskad ordning. Klicka på ett fält för att anpassa"
|
|
|
|
|
" dess :ref:`egenskaper <studio/fields/properties>`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:35
|
|
|
|
|
msgid ""
|
|
|
|
|
"When your worksheet template is complete, click :guilabel:`Close` in the top"
|
|
|
|
|
" right corner of the page to leave **Studio**."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"När din kalkylbladsmall är klar klickar du på :guilabel:`Close` i det övre "
|
|
|
|
|
"högra hörnet av sidan för att lämna **Studio**."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:39
|
|
|
|
|
msgid ":doc:`Fields and widgets in Studio <../../studio/fields>`"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":doc:`Fält och widgetar i Studio <../../studio/fields>`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:42
|
|
|
|
|
msgid "Add a worksheet template to a field service task"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Lägga till en kalkylbladsmall till en fältserviceuppgift"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:44
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to your field service task, select a :guilabel:`Worksheet Template`, and "
|
|
|
|
|
"click :guilabel:`Save`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Gå till din fältserviceuppgift, välj en :guilabel:`Worksheet Template` och "
|
|
|
|
|
"klicka på :guilabel:`Save`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:46
|
|
|
|
|
msgid ""
|
|
|
|
|
"By default, the :guilabel:`Default Worksheet` template is selected. To "
|
|
|
|
|
"define another default worksheet template, click the :guilabel:`➔` "
|
|
|
|
|
"(:guilabel:`Internal link`) icon that appears when you hover your mouse over"
|
|
|
|
|
" the :guilabel:`Project` field on the task form."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Som standard är mallen :guilabel:`Default Worksheet` vald. Om du vill "
|
|
|
|
|
"definiera en annan standardmall för kalkylblad klickar du på ikonen "
|
|
|
|
|
":guilabel:`➔` (:guilabel:`Intern länk`) som visas när du håller muspekaren "
|
|
|
|
|
"över fältet :guilabel:`Projekt` i uppgiftsformuläret."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst-1
|
|
|
|
|
msgid "Mouse on project name to setup default worksheet template"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Muspeka på projektnamnet för att ställa in standardmall för kalkylblad"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:54
|
|
|
|
|
msgid ""
|
|
|
|
|
"Then, in the :guilabel:`Settings` tab, scroll down to the :guilabel:`Field "
|
|
|
|
|
"service` section and select the :guilabel:`Worksheet Template` you want to "
|
|
|
|
|
"set up as default."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"På fliken :guilabel:`Settings` bläddrar du sedan ner till avsnittet "
|
|
|
|
|
":guilabel:`Field service` och väljer den :guilabel:`Worksheet Template` som "
|
|
|
|
|
"du vill använda som standard."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:58
|
|
|
|
|
msgid "Use worksheets on site"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Använd arbetsblad på plats"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:60
|
|
|
|
|
msgid ""
|
|
|
|
|
"To complete the worksheet on site, access the task and click the "
|
|
|
|
|
":guilabel:`Worksheet` smart button."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Om du vill fylla i arbetsbladet på plats går du till uppgiften och klickar "
|
|
|
|
|
"på smartknappen :guilabel:`Arbetsblad`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:63
|
|
|
|
|
msgid ""
|
|
|
|
|
"As soon as you save a worksheet, the label of the :guilabel:`Worksheet` "
|
|
|
|
|
"smart button on the task changes to :guilabel:`Worksheet Complete` instead, "
|
|
|
|
|
"even if some fields are left blank."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Så snart du sparar ett kalkylblad ändras etiketten på den smarta knappen "
|
|
|
|
|
":guilabel:`Kalkylblad` i uppgiften till :guilabel:`Kalkylblad slutfört`, "
|
|
|
|
|
"även om vissa fält är tomma."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/field_service/worksheets.rst:66
|
|
|
|
|
msgid ""
|
|
|
|
|
"Any field defined as :guilabel:`Required` has to be filled for a worksheet "
|
|
|
|
|
"to be saved."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Alla fält som definieras som :guilabel:`Required` måste fyllas i för att ett"
|
|
|
|
|
" kalkylblad ska kunna sparas."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:6
|
|
|
|
|
msgid "Helpdesk"
|
|
|
|
|
msgstr "Helpdesk"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:8
|
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"Odoo **Helpdesk** is a ticket-based customer support application. Multiple "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"teams can be configured and managed in one dashboard, each with their own "
|
|
|
|
|
"pipeline for tickets submitted by customers. Pipelines are organized in "
|
|
|
|
|
"customizable stages that enable teams to track, prioritize, and solve "
|
|
|
|
|
"customer issues quickly and efficiently."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:14
|
|
|
|
|
msgid "Create a Helpdesk team"
|
|
|
|
|
msgstr "Skapa ett Helpdesk-team"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:16
|
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"To view or modify **Helpdesk** teams, go to :menuselection:`Helpdesk app -->"
|
|
|
|
|
" Configuration --> Helpdesk Teams`. To create a new team, click the "
|
|
|
|
|
":guilabel:`New` button on the top-left of the dashboard."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst-1
|
|
|
|
|
msgid "View of the Helpdesk teams page in Odoo Helpdesk."
|
|
|
|
|
msgstr "Vy över sidan för Helpdesk-team i Odoo Helpdesk."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:23
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"On the blank Helpdesk team form, enter a :guilabel:`Name` for the new team. "
|
|
|
|
|
"Then, enter a description of the team in the field below the team name, if "
|
|
|
|
|
"desired. To change the company this team is assigned to, select it from the "
|
|
|
|
|
":guilabel:`Company` drop-down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ange ett :guilabel:`Namn` för det nya teamet i det tomma formuläret för "
|
|
|
|
|
"Helpdesk-team. Ange sedan en beskrivning av teamet i fältet under "
|
|
|
|
|
"teamnamnet, om så önskas. Om du vill ändra det företag som teamet är "
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"tilldelat väljer du det i rullgardinsmenyn :guilabel:`Bolag`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:28
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The team description is published on the public facing :doc:`website form "
|
|
|
|
|
"<helpdesk/overview/receiving_tickets>`, where customers and portal users "
|
|
|
|
|
"submit tickets. The description included in this field should **not** "
|
|
|
|
|
"include any information that is for internal use only."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Beskrivningen av teamet publiceras på den offentliga :doc:`webbplatsens "
|
|
|
|
|
"formulär <helpdesk/overview/receiving_tickets>`, där kunder och "
|
|
|
|
|
"portalanvändare skickar in ärenden. Beskrivningen i det här fältet ska "
|
|
|
|
|
"**inte** innehålla någon information som endast är avsedd för internt bruk."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:0
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a Helpdesk team's website form displaying the team description."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över ett Helpdesk-teams webbplatsformulär som visar teamets beskrivning."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:37
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Visibility & Assignment"
|
|
|
|
|
msgstr "Synlighet och tilldelning"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:39
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The *Visibility* settings alter which internal users and portal users have "
|
|
|
|
|
"access to this team and its tickets. The *Assignment* settings alter how "
|
|
|
|
|
"users are assigned to handle each ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Inställningarna för *Synlighet* anger vilka interna användare och "
|
|
|
|
|
"portalanvändare som har tillgång till detta team och dess ärenden. "
|
|
|
|
|
"Inställningarna för *Tilldelning* ändrar hur användare tilldelas för att "
|
|
|
|
|
"hantera varje ärende."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:43
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Determine team visibility"
|
|
|
|
|
msgstr "Fastställa teamets synlighet"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:45
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Under the :guilabel:`Visibility` section, select one of the following "
|
|
|
|
|
"options to determine who can view this team and its tickets:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Under :guilabel:`Synlighet` väljer du ett av följande alternativ för att "
|
|
|
|
|
"bestämma vem som kan se detta team och dess biljetter:"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:48
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
":guilabel:`Invited internal users (private)`: Internal users can access the "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"team and the tickets they are following. This access can be modified on each"
|
|
|
|
|
" ticket individually by adding or removing the user as a follower. Internal "
|
|
|
|
|
"users are considered *invited* once they are added as followers to an "
|
|
|
|
|
"individual ticket, or :ref:`to the team itself <helpdesk/follow>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:52
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
":guilabel:`All internal users (company)`: All internal users can access the "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"team and all of its tickets."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:54
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
":guilabel:`Invited portal users and all internal users (public)`: All "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"internal users can access the team and all of its tickets. Portal users can "
|
|
|
|
|
"only access the tickets they are following."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:58
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"A `Customer Support` team, meant to handle general shipping and product "
|
|
|
|
|
"issues, would have the visibility set on :guilabel:`Invited portal users and"
|
|
|
|
|
" all internal users`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ett `Customer Support`-team, som är avsett att hantera allmänna leverans- "
|
|
|
|
|
"och produktfrågor, skulle ha synligheten inställd på :guilabel:`Inbjudna "
|
|
|
|
|
"portalanvändare och alla interna användare`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:61
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"At the same time, a `Financial Services` team handling tickets related to "
|
|
|
|
|
"accounting or tax information would only need to be visible to "
|
|
|
|
|
":guilabel:`Invited internal users`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Samtidigt skulle ett `Financial Services` team som hanterar ärenden "
|
|
|
|
|
"relaterade till redovisning eller skatteinformation endast behöva vara "
|
|
|
|
|
"synligt för :guilabel:`Invited internal users`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:65
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"A team's visibility can be altered after the initial configuration. However,"
|
2025-02-02 08:44:15 +07:00
|
|
|
|
" if the team changes from *Invited portal users and all internal users "
|
|
|
|
|
"(public)* access to either *Invited internal users (private)* or *All "
|
|
|
|
|
"internal users (company)*-only access, portal users are removed as followers"
|
|
|
|
|
" from both the team, and from individual tickets."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:73
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2024-09-29 07:43:41 +07:00
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msgid "Follow all team's tickets"
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msgstr "Följ alla lags biljetter"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk.rst:75
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2024-09-29 07:43:41 +07:00
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msgid ""
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"If a user should be notified about any updates regarding tickets for this "
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"team, select their name from the :guilabel:`Followers` drop-down menu, "
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"located in the :guilabel:`Follow All Team's Tickets` field. Multiple users "
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"can be selected to follow a single team."
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msgstr ""
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"Om en användare ska meddelas om uppdateringar gällande biljetter för detta "
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"lag, välj deras namn från :guilabel:`Followers` rullgardinsmenyn, som finns "
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"i :guilabel:`Follow All Team's Tickets` fältet. Flera användare kan väljas "
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"för att följa ett och samma team."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk.rst:80
|
2024-09-29 07:43:41 +07:00
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msgid ""
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"External contacts can be selected in the :guilabel:`Followers` field. If the"
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" team's visibility is set to :guilabel:`Invited internal users (private)`, "
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"followers are notified about updates to the team's tickets, but are **not** "
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"able to view them in the portal."
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msgstr ""
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"Externa kontakter kan väljas i fältet :guilabel:`Följare`. Om teamets "
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"synlighet är inställd på :guilabel:`Inbjudna interna användare (privat)`, "
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"meddelas följare om uppdateringar av teamets ärenden, men de kan **inte** se"
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" dem i portalen."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk.rst:85
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2024-09-29 07:43:41 +07:00
|
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msgid "Automatically assign new tickets"
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msgstr "Tilldela nya ärenden automatiskt"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk.rst:87
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
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|
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"When tickets are received, they need to be assigned to a member of the team."
|
2025-02-02 08:44:15 +07:00
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" This is done either manually on each individual ticket, or through "
|
2024-09-29 07:43:41 +07:00
|
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":guilabel:`Automatic Assignment`. Check the :guilabel:`Automatic Assignment`"
|
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" checkbox to enable this feature for the team."
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst-1
|
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msgid ""
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|
"View of a Helpdesk team settings page emphasizing the automatic assignment features in Odoo\n"
|
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"Helpdesk."
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msgstr ""
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"Vy över en sida med inställningar för Helpdesk-team som betonar funktionerna för automatisk tilldelning i Odoo\n"
|
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|
|
"Helpdesk."
|
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|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:95
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Select one of the following assignment methods, based on how the workload "
|
|
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|
|
"should be allocated across the team:"
|
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msgstr ""
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|
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|
|
"Välj en av följande tilldelningsmetoder, baserat på hur arbetsbördan ska "
|
|
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"fördelas i teamet:"
|
|
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|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:98
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
":guilabel:`Each user is assigned an equal number of tickets`: Tickets are "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"assigned to team members based on total ticket count, regardless of the "
|
|
|
|
|
"number of open or closed tickets they are currently assigned."
|
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msgstr ""
|
|
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|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:101
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
":guilabel:`Each user has an equal number of open tickets`: Tickets are "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"assigned to team members based on how many open tickets they are currently "
|
|
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|
|
"assigned."
|
|
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msgstr ""
|
|
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|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:105
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"When :guilabel:`Each user is assigned an equal number of tickets` is "
|
|
|
|
|
"selected, the overall number of tickets assigned to team members is the "
|
|
|
|
|
"same, but it does **not** consider the current workload."
|
|
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msgstr ""
|
|
|
|
|
"När :guilabel:`Varje användare tilldelas lika många ärenden` är markerat, är"
|
|
|
|
|
" det totala antalet ärenden som tilldelas teammedlemmarna detsamma, men det "
|
|
|
|
|
"tar **inte** hänsyn till den aktuella arbetsbelastningen."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:109
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"When :guilabel:`Each user has an equal number of open tickets` is selected, "
|
|
|
|
|
"it ensures a balanced workload among team members, as it takes the current "
|
|
|
|
|
"number of active tickets into account."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När :guilabel:`Varje användare har lika många öppna ärenden` är valt, "
|
|
|
|
|
"säkerställer det en balanserad arbetsbelastning bland teammedlemmarna, "
|
|
|
|
|
"eftersom det tar hänsyn till det aktuella antalet aktiva ärenden."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:112
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Finally, add the :guilabel:`Team Members` who are to be assigned tickets for"
|
|
|
|
|
" this team. Leave the field empty to include all employees who have the "
|
|
|
|
|
"proper assignments and access rights configured in their user account "
|
|
|
|
|
"settings."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Slutligen lägger du till :guilabel:`Team Members` som ska tilldelas ärenden "
|
|
|
|
|
"för detta team. Lämna fältet tomt för att inkludera alla anställda som har "
|
|
|
|
|
"rätt tilldelningar och åtkomsträttigheter konfigurerade i sina "
|
|
|
|
|
"användarkontoinställningar."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:117
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"If an employee has time off scheduled in the **Time Off** application, they "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"are **not** assigned tickets during that time. If no employees are "
|
|
|
|
|
"available, the system looks ahead until there is a match."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:122
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ":ref:`Manage users <users/add-individual>`"
|
|
|
|
|
msgstr ":ref:`Hantera användare <användare/add-individ>`"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:123
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ":doc:`Access rights <../general/users/access_rights>`"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":doc:`Attkomsträttigheter <../general/users/access_rights>`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:126
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Merge tickets"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Merge tickets"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:128
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"If duplicate tickets are found in **Helpdesk**, they can be combined into a "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"single ticket using the *merge* feature."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:132
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The *merge* feature is **only** accessible if the :doc:`Data Cleaning "
|
|
|
|
|
"<../productivity/data_cleaning>` application is installed on the database."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Funktionen *merge* är **endast** tillgänglig om programmet :doc:`Data "
|
|
|
|
|
"Cleaning <../productivity/data_cleaning>` är installerat i databasen."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:135
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To merge two or more tickets, navigate to :menuselection:`Helpdesk app --> "
|
|
|
|
|
"Tickets --> All Tickets`. Identify the tickets to be merged, and tick the "
|
|
|
|
|
"checkbox at the far-left of each ticket to select them. Then, click the "
|
|
|
|
|
":icon:`fa-cog` :guilabel:`Actions` icon, and select :guilabel:`Merge` from "
|
|
|
|
|
"the drop-down menu. Doing so opens a new page where the selected tickets are"
|
|
|
|
|
" listed with their :guilabel:`Similarity` rating. From here, click either "
|
|
|
|
|
":ref:`Merge <data_cleaning/merge-records>` to combine the tickets, or "
|
|
|
|
|
":guilabel:`DISCARD`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att slå samman två eller flera ärenden, navigera till "
|
|
|
|
|
":menuselection:`Helpdesk app --> Tickets --> All Tickets`. Identifiera de "
|
|
|
|
|
"ärenden som ska slås samman och markera kryssrutan längst till vänster i "
|
|
|
|
|
"varje ärende för att välja dem. Klicka sedan på ikonen :icon:`fa-cog` "
|
|
|
|
|
":guilabel:`Actions` och välj :guilabel:`Merge` i rullgardinsmenyn. Detta "
|
|
|
|
|
"öppnar en ny sida där de valda biljetterna listas med deras "
|
|
|
|
|
":guilabel:`Similarity`-betyg. Härifrån kan du klicka på antingen :ref:`Merge"
|
|
|
|
|
" <data_cleaning/merge-records>` för att kombinera biljetterna, eller "
|
|
|
|
|
":guilabel:`DISCARD`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:143
|
|
|
|
|
msgid "Convert tickets to opportunities"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:145
|
|
|
|
|
msgid ""
|
|
|
|
|
"Some tickets may be better handled by the sales team, rather than the "
|
|
|
|
|
"support team. In this case, tickets can be converted to *opportunities* and "
|
|
|
|
|
"assigned to a sales team for follow-up."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:149
|
|
|
|
|
msgid ""
|
|
|
|
|
"This feature is **only** available if the :doc:`CRM <../sales/crm>` app is "
|
|
|
|
|
"installed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:151
|
|
|
|
|
msgid ""
|
|
|
|
|
"To convert a ticket to an opportunity, first navigate to a ticket, either "
|
|
|
|
|
"from a team's pipeline, or by navigating to :menuselection:`Helpdesk app -->"
|
|
|
|
|
" Tickets` and clicking a ticket to open it."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:154
|
|
|
|
|
msgid ""
|
|
|
|
|
"At the top of the ticket, click the :guilabel:`Convert to Opportunity` "
|
|
|
|
|
"button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:157
|
|
|
|
|
msgid ""
|
|
|
|
|
"If :doc:`leads <../sales/crm/acquire_leads/convert>` are enabled on the "
|
|
|
|
|
"**CRM** app, tickets are converted to *leads*, and the button reads "
|
|
|
|
|
":guilabel:`Convert to Lead`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:160
|
|
|
|
|
msgid ""
|
|
|
|
|
"This opens the :guilabel:`Convert to Opportunity` pop-up. Fill in or select "
|
|
|
|
|
"the following information on the pop-up:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:163
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Customer`: Select whether to :guilabel:`Create a new customer`, "
|
|
|
|
|
":guilabel:`Link to an existing customer`, or :guilabel:`Do not link to a "
|
|
|
|
|
"customer`. If :guilabel:`Link to a customer` is chosen, select the "
|
|
|
|
|
"appropriate customer name from the :guilabel:`Customer` drop-down."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:167
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Sales Team`: Specify which :guilabel:`Sales Team` and "
|
|
|
|
|
":guilabel:`Salesperson` this created opportunity is assigned to."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst-1
|
|
|
|
|
msgid "The convert to opportunity pop-up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:173
|
|
|
|
|
msgid ""
|
|
|
|
|
"After completing the form, click :guilabel:`Convert to Opportunity`. Doing "
|
|
|
|
|
"so creates a new opportunity in the **CRM** app. The original ticket is "
|
|
|
|
|
"linked in the chatter of the new opportunity for traceability."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:178
|
|
|
|
|
msgid ""
|
|
|
|
|
"After the ticket is converted to an opportunity, the ticket is archived."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk.rst:181
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "`Odoo Tutorials: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Handledning för `Odoo: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced.rst:5
|
|
|
|
|
msgid "Advanced"
|
|
|
|
|
msgstr "Avancerad"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:3
|
|
|
|
|
msgid "After-Sales services"
|
|
|
|
|
msgstr "Service efter försäljning"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"*After-Sales* services can be configured in the *Helpdesk* application for "
|
|
|
|
|
"individual teams. Once enabled, users can :ref:`issue refunds "
|
|
|
|
|
"<helpdesk/refunds>`, :ref:`generate coupons <helpdesk/coupons>`, "
|
|
|
|
|
":ref:`process returns <helpdesk/returns>`, and :ref:`schedule repairs "
|
|
|
|
|
"<helpdesk/repairs>` or :ref:`field service interventions <helpdesk/field>` "
|
|
|
|
|
"directly from a ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"*Efterförsäljningstjänster* kan konfigureras i *Helpdesk*-applikationen för "
|
|
|
|
|
"enskilda team. När tjänsten är aktiverad kan användare :ref:`utge "
|
|
|
|
|
"återbetalningar <helpdesk/refunds>`, :ref:`generera kuponger "
|
|
|
|
|
"<helpdesk/coupons>`, :ref:`behandla returer <helpdesk/returns>`, och "
|
|
|
|
|
":ref:`planera reparationer <helpdesk/repairs>` eller "
|
|
|
|
|
":ref:`fältserviceinsatser <helpdesk/field>` direkt från ett ärende."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:11
|
|
|
|
|
msgid "Set up after-sales services"
|
|
|
|
|
msgstr "Upprätta service efter försäljning"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"Start by enabling the after-sales services on a specific *Helpdesk* team, by"
|
|
|
|
|
" going to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`"
|
|
|
|
|
" and click on the team the services should be applied to. Then, scroll to "
|
|
|
|
|
"the :guilabel:`After-Sales` section on the team's settings page, and choose "
|
|
|
|
|
"which of the following options to enable:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Börja med att aktivera eftermarknadstjänsterna för ett specifikt "
|
|
|
|
|
"*Helpdesk*-team genom att gå till :menuselection:`Helpdesk app --> "
|
|
|
|
|
"Configuration --> Helpdesk Teams` och klicka på det team som tjänsterna ska "
|
|
|
|
|
"tillämpas på. Bläddra sedan till avsnittet :guilabel:`Eftermarknad` på "
|
|
|
|
|
"teamets inställningssida och välj vilket av följande alternativ som ska "
|
|
|
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|
"aktiveras:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:18
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Refunds`: issues credit notes to refund a customer, or adjust the"
|
|
|
|
|
" remaining amount due."
|
|
|
|
|
msgstr ""
|
|
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|
|
":guilabel:`Refunds`: utfärdar kreditnotor för att återbetala en kund, eller "
|
|
|
|
|
"justera det återstående beloppet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:19
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Coupons`: offers discounts and free products through an existing "
|
|
|
|
|
"coupon program."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Kuponger`: erbjuder rabatter och gratisprodukter genom ett "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"befintligt kupongprogram."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:20
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Returns`: initiates a product return from a customer through a "
|
|
|
|
|
"reverse transfer."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Returer`: initierar en produktretur från en kund genom en omvänd "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"överföring."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:21
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Repairs`: creates repair orders for broken or faulty products."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Reparationer`: skapar reparationsorder för trasiga eller "
|
|
|
|
|
"felaktiga produkter."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:22
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Field Service`: plans onsite intervention through the *Field "
|
|
|
|
|
"Service* application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Field Service`: planerar insatser på plats genom applikationen "
|
|
|
|
|
"*Field Service*."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"The services that are enabled can vary based on the type of support a team "
|
|
|
|
|
"provides."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vilka tjänster som aktiveras kan variera beroende på vilken typ av support "
|
|
|
|
|
"ett team tillhandahåller."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:30
|
|
|
|
|
msgid ""
|
|
|
|
|
"Since all the after-sales services in Odoo require integration with other "
|
|
|
|
|
"applications, enabling any of them may result in the installation of "
|
|
|
|
|
"additional modules or applications. Installing a new application on a One-"
|
|
|
|
|
"App-Free database triggers a 15-day trial. At the end of the trial, if a "
|
|
|
|
|
"paid subscription has not been added to the database, it will no longer be "
|
|
|
|
|
"accessible."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Eftersom alla eftermarknadstjänster i Odoo kräver integration med andra "
|
|
|
|
|
"applikationer, kan aktivering av någon av dem resultera i installation av "
|
|
|
|
|
"ytterligare moduler eller applikationer. Om du installerar en ny applikation"
|
|
|
|
|
" på en One-App-Free-databas startar en 15-dagars testperiod. Om en betald "
|
|
|
|
|
"prenumeration inte har lagts till i databasen i slutet av testperioden "
|
|
|
|
|
"kommer den inte längre att vara tillgänglig."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:38
|
|
|
|
|
msgid "Issue refund with credit note"
|
|
|
|
|
msgstr "Utfärda återbetalning med kreditnota"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:40
|
|
|
|
|
msgid ""
|
|
|
|
|
"A *credit note* is a document issued to a customer informing them that they "
|
|
|
|
|
"have been credited a certain amount of money. They can be used to provide a "
|
|
|
|
|
"full refund to a customer, or to adjust any remaining amount due. While they"
|
|
|
|
|
" are usually created through the *Accounting* or *Invoicing* applications, "
|
|
|
|
|
"they can be created through a *Helpdesk* ticket, as well."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En *kreditnota* är ett dokument som utfärdas till en kund för att informera "
|
|
|
|
|
"dem om att de har krediterats en viss summa pengar. De kan användas för att "
|
|
|
|
|
"ge en fullständig återbetalning till en kund, eller för att justera "
|
|
|
|
|
"eventuella återstående belopp. De skapas vanligtvis via applikationerna "
|
|
|
|
|
"*Accounting* eller *Invoicing*, men de kan också skapas via ett "
|
|
|
|
|
"*Helpdesk*-ärende."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:46
|
|
|
|
|
msgid "Invoices **must** be posted before a credit note can be generated."
|
|
|
|
|
msgstr "Fakturor **måste** bokföras innan en kreditnota kan genereras."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:48
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a credit note, navigate to a ticket on the "
|
|
|
|
|
":menuselection:`Helpdesk app`, and click the :guilabel:`Refund` button in "
|
|
|
|
|
"the top-left corner of the ticket form. This opens a :guilabel:`Refund` pop-"
|
|
|
|
|
"up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa en kreditnota, navigera till ett ärende i "
|
|
|
|
|
":menuselection:`Helpdesk app`, och klicka på :guilabel:`Refund` knappen i "
|
|
|
|
|
"det övre vänstra hörnet av ärendeformuläret. Detta öppnar ett "
|
|
|
|
|
":guilabel:`Refund` popup-fönster."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a refund creation page."
|
|
|
|
|
msgstr "Vy över en sida för skapande av återbetalning."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:56
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:216
|
|
|
|
|
msgid "Fill out the fields with the necessary information:"
|
|
|
|
|
msgstr "Fyll i fälten med nödvändig information:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:58
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Sales Order`: if a sales order was referenced on the original "
|
|
|
|
|
"ticket, it automatically populates in this field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Sales Order`: om en försäljningsorder refererades till i det "
|
|
|
|
|
"ursprungliga ärendet, fylls det automatiskt i detta fält."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:60
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Product`: the product the ticket is about. If an item is selected"
|
|
|
|
|
" in this field, only the sales orders, deliveries, and invoices including "
|
|
|
|
|
"this product can be selected."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Produkt`: den produkt som ärendet gäller. Om en artikel är vald i"
|
|
|
|
|
" detta fält kan endast försäljningsorder, leveranser och fakturor som "
|
|
|
|
|
"innehåller denna produkt väljas."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:62
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Lot/Serial Number`: this field is **only** visible if the "
|
|
|
|
|
":guilabel:`Product` selected has associated lot or serial numbers."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Lot/Serial Number`: detta fält är **bara** synligt om den "
|
|
|
|
|
":guilabel:`Product` som valts har associerade lot- eller serienummer."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:64
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Invoices to Refund`: this field is **required**. If no invoices "
|
|
|
|
|
"are available in the drop-down, it indicates this customer currently has no "
|
|
|
|
|
"posted invoices, or the :guilabel:`Product` has no related invoices."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Fakturor att återbetala`: detta fält är **obligatoriskt**. Om "
|
|
|
|
|
"inga fakturor finns tillgängliga i rullgardinsmenyn indikerar det att kunden"
|
|
|
|
|
" för närvarande inte har några bokförda fakturor, eller att "
|
|
|
|
|
":guilabel:`Produkt` inte har några relaterade fakturor."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:67
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Reason displayed on Credit Note`: this field automatically "
|
|
|
|
|
"populates with the ticket number, though it can be edited with additional "
|
|
|
|
|
"information."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Reason displayed on Credit Note`: detta fält fylls automatiskt i "
|
|
|
|
|
"med biljettnumret, men det kan redigeras med ytterligare information."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:69
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Journal`: the accounting journal where the credit note should be "
|
|
|
|
|
"posted. After an invoice is selected, this field defaults to the journal "
|
|
|
|
|
"listed on the original invoice, though it can be changed, if necessary."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Journal`: den bokföringsjournal där kreditfakturan ska bokföras. "
|
|
|
|
|
"När en faktura har valts är detta fält standard för den journal som anges på"
|
|
|
|
|
" den ursprungliga fakturan, men det kan ändras vid behov."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:72
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Reversal date`: when this field is clicked, use the pop-up "
|
|
|
|
|
"calendar that appears to select a date for the credit note invoice. This "
|
|
|
|
|
"field is **required**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Reversal date`: när du klickar på detta fält använder du popup-"
|
|
|
|
|
"kalendern som visas för att välja ett datum för kreditfakturan. Detta fält "
|
|
|
|
|
"är **obligatoriskt**."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:75
|
|
|
|
|
msgid ""
|
|
|
|
|
"After the necessary fields are filled in, click :guilabel:`Reverse` or "
|
|
|
|
|
":guilabel:`Reverse and Create Invoice`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När alla nödvändiga fält är ifyllda klickar du på :guilabel:`Reverse` eller "
|
|
|
|
|
":guilabel:`Reverse and Create Invoice`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:78
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Reverse` creates a credit note in a draft state that can be "
|
|
|
|
|
"edited before it is posted. This option can be used to provide a partial "
|
|
|
|
|
"refund."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Reverse` skapar en kreditnota i utkaststatus som kan redigeras "
|
|
|
|
|
"innan den publiceras. Detta alternativ kan användas för att ge en partiell "
|
|
|
|
|
"återbetalning."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:81
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Reverse and Create Invoice` creates a credit note that is "
|
|
|
|
|
"automatically posted as well as an invoice in a draft state. The invoice "
|
|
|
|
|
"contains the same information as the original invoice, though this "
|
|
|
|
|
"information can be altered."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Reverera och skapa faktura` skapar en kreditnota som bokförs "
|
|
|
|
|
"automatiskt samt en faktura i utkaststatus. Fakturan innehåller samma "
|
|
|
|
|
"information som den ursprungliga fakturan, men denna information kan ändras."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:85
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once the credit note has been posted, a :guilabel:`Credit Notes` smart "
|
|
|
|
|
"button is added to the *Helpdesk* ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När kreditnotan har bokförts läggs en :guilabel:`Kreditnotor` smartknapp "
|
|
|
|
|
"till i *Helpdesk*-ärendet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of smart buttons on a ticket focusing on the credit note button."
|
|
|
|
|
msgstr "Vy över smarta knappar på en biljett med fokus på kreditnotaknappen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:93
|
|
|
|
|
msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
|
|
|
|
|
msgstr ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:98
|
|
|
|
|
msgid "Generate coupons from a ticket"
|
|
|
|
|
msgstr "Generera kuponger från en biljett"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:100
|
|
|
|
|
msgid ""
|
|
|
|
|
"Coupons can be used to alter the price of products or orders. Conditional "
|
|
|
|
|
"rules define the usage constraints of a coupon. *Coupon Programs* are "
|
|
|
|
|
"configured in the *Sales*, *Point of Sale*, or *Website* applications."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Kuponger kan användas för att ändra priset på produkter eller beställningar."
|
|
|
|
|
" Villkorliga regler definierar användningsbegränsningarna för en kupong. "
|
|
|
|
|
"*Kupongprogram* konfigureras i programmen *Sales*, *Point of Sale* eller "
|
|
|
|
|
"*Website*."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:105
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *eCommerce* module **must** be installed to create coupon codes from the"
|
|
|
|
|
" *Website*."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Modulen *eCommerce* **måste** vara installerad för att skapa kupongkoder "
|
|
|
|
|
"från *webbplatsen*."
|
|
|
|
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:107
|
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|
|
msgid ""
|
|
|
|
|
"To generate a coupon, open a *Helpdesk* ticket and click on the "
|
|
|
|
|
":guilabel:`Coupon` button in the top-left corner. Select an option from the "
|
|
|
|
|
":guilabel:`Coupon Program` drop-down menu in the :guilabel:`Generate a "
|
|
|
|
|
"Coupon` pop-up window that appears."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa en kupong öppnar du ett *Helpdesk*-ärende och klickar på "
|
|
|
|
|
"knappen :guilabel:`Kupong` i det övre vänstra hörnet. Välj ett alternativ "
|
|
|
|
|
"från rullgardinsmenyn :guilabel:`Kupongprogram` i popup-fönstret "
|
|
|
|
|
":guilabel:`Generera en kupong` som visas."
|
|
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a coupon generation window."
|
|
|
|
|
msgstr "Vy över ett fönster för kuponggenerering."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:116
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new :guilabel:`Coupon Program`, navigate to "
|
|
|
|
|
":menuselection:`Sales app --> Products --> Discount & Loyalty` and click "
|
|
|
|
|
":guilabel:`New`. To make the program available to share with *Helpdesk* "
|
|
|
|
|
"customers, the :guilabel:`Program Type` **must** be set to "
|
|
|
|
|
":guilabel:`Coupons`. This generates single-use coupon codes that grant "
|
|
|
|
|
"immediate access to rewards and discounts."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa ett nytt :guilabel:`Kupongprogram`, gå till "
|
|
|
|
|
":menuselection:`Sales app --> Products --> Discount & Loyalty` och klicka på"
|
|
|
|
|
" :guilabel:`New`. För att göra programmet tillgängligt för *Helpdesk*-kunder"
|
|
|
|
|
" måste :guilabel:`Program Type` **must** vara inställt på "
|
|
|
|
|
":guilabel:`Coupons`. Detta genererar engångskupongkoder som ger omedelbar "
|
|
|
|
|
"tillgång till belöningar och rabatter."
|
|
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|
|
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|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:121
|
|
|
|
|
msgid ""
|
|
|
|
|
"Coupon programs can also be created in the *Point of Sale* application or "
|
|
|
|
|
"*Website* application. Refer to :doc:`discount and loyalty programs "
|
|
|
|
|
"<../../../sales/sales/products_prices/loyalty_discount>` for more "
|
|
|
|
|
"information."
|
|
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|
|
msgstr ""
|
|
|
|
|
"Kupongprogram kan också skapas i applikationen *Point of Sale* eller "
|
|
|
|
|
"*Website*. Se :doc:`rabatt- och lojalitetsprogram "
|
|
|
|
|
"<../../../sales/sales/products_prices/loyalty_discount>` för mer "
|
|
|
|
|
"information."
|
|
|
|
|
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:125
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click on the :guilabel:`Valid Until` field, and use the pop-up calendar to "
|
|
|
|
|
"select an expiration date for this coupon code. If this field is left blank,"
|
|
|
|
|
" the code does **not** expire."
|
|
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|
|
msgstr ""
|
|
|
|
|
"Klicka på :guilabel:`Valid Until` fältet och använd popup-kalendern för att "
|
|
|
|
|
"välja ett utgångsdatum för denna kupongkod. Om fältet lämnas tomt går koden "
|
|
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|
|
"**inte** ut."
|
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:128
|
|
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|
|
msgid ""
|
|
|
|
|
"Click :guilabel:`Send by Email` to compose an email to send to the customer "
|
|
|
|
|
"with the coupon code."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på :guilabel:`Send by Email` för att skriva ett e-postmeddelande med "
|
|
|
|
|
"kupongkoden som ska skickas till kunden."
|
|
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|
|
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|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:131
|
|
|
|
|
msgid ""
|
|
|
|
|
"When emailing a coupon code, **all** the followers of the ticket are added "
|
|
|
|
|
"as recipients to the email. Additional recipients can be added to the email "
|
|
|
|
|
"as well, in the :guilabel:`Recipients` field of the :guilabel:`Compose "
|
|
|
|
|
"Email` pop-up window. If an expiration date was selected for the code, it is"
|
|
|
|
|
" included in the message template."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När du skickar en kupongkod via e-post läggs **alla** följare av biljetten "
|
|
|
|
|
"till som mottagare i e-postmeddelandet. Ytterligare mottagare kan också "
|
|
|
|
|
"läggas till i e-postmeddelandet i fältet :guilabel:`Mottagare` i popup-"
|
|
|
|
|
"fönstret :guilabel:`Skriv e-post`. Om ett utgångsdatum har valts för koden "
|
|
|
|
|
"inkluderas det i meddelandemallen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:0
|
|
|
|
|
msgid "View of an email draft window with coupon code."
|
|
|
|
|
msgstr "Vy över ett utkastfönster för e-post med kupongkod."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:140
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click :guilabel:`Get Share Link` to generate a link to send directly to the "
|
|
|
|
|
"customer. Doing so opens a :guilabel:`Share Coupons` pop-up window. Click "
|
|
|
|
|
"the :guilabel:`Copy` button next to the :guilabel:`Share Link` field and "
|
|
|
|
|
"paste the results to any communication with the customer. When the customer "
|
|
|
|
|
"uses the link, the code is automatically applied to their cart."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på :guilabel:`Get Share Link` för att skapa en länk som kan skickas "
|
|
|
|
|
"direkt till kunden. När du gör det öppnas popup-fönstret :guilabel:`Share "
|
|
|
|
|
"Coupons`. Klicka på knappen :guilabel:`Copy` bredvid fältet :guilabel:`Share"
|
|
|
|
|
" Link` och klistra in resultatet i all kommunikation med kunden. När kunden "
|
|
|
|
|
"använder länken läggs koden automatiskt till i kundvagnen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:145
|
|
|
|
|
msgid ""
|
|
|
|
|
"After a :guilabel:`Coupon Code` has been generated, a :guilabel:`Coupons` "
|
|
|
|
|
"smart button is added to the top of the ticket; click the smart button to "
|
|
|
|
|
"view the coupon code, expiration date, and additional information."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När en :guilabel:`Kupongkod` har genererats, en :guilabel:`Kuponger` smart "
|
|
|
|
|
"knapp läggs till högst upp på biljetten; klicka på smart knappen för att "
|
|
|
|
|
"visa kupongkoden, utgångsdatum, och ytterligare information."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of the smart buttons on a ticket focusing on the coupon button."
|
|
|
|
|
msgstr "Vy över de smarta knapparna på en biljett med fokus på kupongknappen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:154
|
|
|
|
|
msgid "`Coupons <https://www.youtube.com/watch?v=KW5cZHg10jQ>`_"
|
|
|
|
|
msgstr "Kuponger <https://www.youtube.com/watch?v=KW5cZHg10jQ>`_"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:155
|
|
|
|
|
msgid ":doc:`../../../sales/sales/products_prices/loyalty_discount`"
|
|
|
|
|
msgstr ":doc:`../../../sales/sales/products_prices/loyalty_discount`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:160
|
|
|
|
|
msgid "Facilitate a product return with a reverse transfer"
|
|
|
|
|
msgstr "Underlätta en produktretur med en omvänd överföring"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:162
|
|
|
|
|
msgid ""
|
|
|
|
|
"Returns are completed through *reverse transfers*, which generate new "
|
|
|
|
|
"warehouse operations for the returning products. Click the "
|
|
|
|
|
":guilabel:`Return` button in the top-left corner of a ticket to open the "
|
|
|
|
|
":guilabel:`Reverse Transfer` pop-up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Returer genomförs genom *omvända överföringar*, som genererar nya "
|
|
|
|
|
"lageroperationer för de returnerade produkterna. Klicka på knappen "
|
|
|
|
|
":guilabel:`Return` i det övre vänstra hörnet av ett ärende för att öppna "
|
|
|
|
|
"popup-fönstret :guilabel:`Reverse Transfer`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a Helpdesk ticket with the return button highlighted."
|
|
|
|
|
msgstr "Vy över ett Helpdesk-ärende med returknappen markerad."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:171
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Return` button **only** appears on a ticket if the customer "
|
|
|
|
|
"has a recorded delivery in the database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Knappen :guilabel:`Return` visas **endast** på en biljett om kunden har en "
|
|
|
|
|
"registrerad leverans i databasen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:174
|
|
|
|
|
msgid ""
|
|
|
|
|
"Select a :guilabel:`Sales Order` or :guilabel:`Delivery to Return` to "
|
|
|
|
|
"identify the products that need to be returned."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Välj en :guilabel:`Sales Order` eller :guilabel:`Delivery to Return` för att"
|
|
|
|
|
" identifiera de produkter som behöver returneras."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:177
|
|
|
|
|
msgid ""
|
|
|
|
|
"By default, the quantity matches the validated quantity from the delivery "
|
|
|
|
|
"order. Update the :guilabel:`Quantity` field, if necessary. To remove a "
|
|
|
|
|
"line, click the :guilabel:`🗑️ (trash can)` icon."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Som standard matchar kvantiteten den bekräftade kvantiteten från "
|
|
|
|
|
"leveransordern. Uppdatera fältet :guilabel:`Kvantitet` om det behövs. Ta "
|
|
|
|
|
"bort en rad genom att klicka på ikonen :guilabel:`🗑️ (papperskorg)`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:181
|
|
|
|
|
msgid ""
|
|
|
|
|
"Select a :guilabel:`Return Location` where the items should be directed "
|
|
|
|
|
"after the return is completed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Välj en :guilabel:`Return Location` dit försändelserna ska skickas när "
|
|
|
|
|
"returen är avslutad."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a reverse transfer creation page."
|
|
|
|
|
msgstr "Vy över en sida för skapande av omvänd överföring."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:188
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click :guilabel:`Return` to confirm the return. This generates a new "
|
|
|
|
|
"warehouse operation for the incoming returned products."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på :guilabel:`Return` för att bekräfta returen. Detta genererar en ny"
|
|
|
|
|
" lageroperation för de inkommande returnerade produkterna."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:191
|
|
|
|
|
msgid ""
|
|
|
|
|
"Use the breadcrumbs to return to the helpdesk ticket. A new "
|
|
|
|
|
":guilabel:`Return` smart button can now be accessed at the top of the "
|
|
|
|
|
"ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Använd brödsmulorna för att återgå till helpdeskärendet. En ny "
|
|
|
|
|
":guilabel:`Return` smart knapp kan nu nås högst upp i ärendet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of the return smart button on a helpdesk ticket."
|
|
|
|
|
msgstr "Vy över smartknappen för retur på ett helpdeskärende."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:199
|
|
|
|
|
msgid ":doc:`../../../sales/sales/products_prices/returns`"
|
|
|
|
|
msgstr ":doc:`../../../sales/sales/products_prices/returns`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:204
|
|
|
|
|
msgid "Send products for repair from a ticket"
|
|
|
|
|
msgstr "Skicka produkter för reparation från ett ärende"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:206
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the ticket is related to an issue with a faulty or broken product, a "
|
|
|
|
|
"*repair order* can be created from the *Helpdesk* ticket, and managed "
|
|
|
|
|
"through the *Repairs* application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om ärendet gäller ett problem med en felaktig eller trasig produkt kan en "
|
|
|
|
|
"*reparationsorder* skapas från *Helpdesk*-ärendet och hanteras via "
|
|
|
|
|
"*Repairs*-applikationen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:209
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new repair order, open a :menuselection:`Helpdesk` ticket and "
|
|
|
|
|
"click on the :guilabel:`Repair` button in the top-left corner. This opens a "
|
|
|
|
|
":guilabel:`Repair Reference` form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa en ny reparationsorder, öppna ett :menuselection:`Helpdesk` "
|
|
|
|
|
"ärende och klicka på :guilabel:`Repair` knappen i det övre vänstra hörnet. "
|
|
|
|
|
"Detta öppnar ett :guilabel:`Repair Reference` formulär."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a repair reference page."
|
|
|
|
|
msgstr "Vy över en referenssida för reparation."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:218
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Customer`: this field carries over from the ticket, though a new "
|
|
|
|
|
"contact can been selected from the drop-down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Kund`: detta fält överförs från biljetten, men en ny kontakt kan "
|
|
|
|
|
"väljas från rullgardinsmenyn."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:220
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Product to Repair`: if a product was specified in the "
|
|
|
|
|
":guilabel:`Product` field on the ticket, it is added to this field "
|
|
|
|
|
"automatically. If not, click into the field to select a product from the "
|
|
|
|
|
"drop-down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Produkt att reparera`: om en produkt angavs i fältet "
|
|
|
|
|
":guilabel:`Produkt` på biljetten, läggs den automatiskt till i det här "
|
|
|
|
|
"fältet. Om inte, klicka i fältet för att välja en produkt från "
|
|
|
|
|
"rullgardinsmenyn."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:223
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Lot/Serial`: this field is **only** visible if the products being"
|
|
|
|
|
" repaired are tracked, via lot or serial numbers."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Lot/Serial`: detta fält är **endast** synligt om de produkter som"
|
|
|
|
|
" repareras spåras via lot- eller serienummer."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:225
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Return`: return order from which the product to be repaired comes"
|
|
|
|
|
" from."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Return`: returorder från vilken den produkt som skall repareras "
|
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|
|
"kommer ifrån."
|
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|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:226
|
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|
msgid ""
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|
|
":guilabel:`Under Warranty`: if this box is checked, the sale price for all "
|
|
|
|
|
"products from the repair order are set to zero."
|
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msgstr ""
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|
":guilabel:`Under garanti`: om denna ruta är markerad sätts "
|
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|
"försäljningspriset för alla produkter från reparationsordern till noll."
|
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|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:228
|
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msgid ""
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|
":guilabel:`Scheduled Date`: this field defaults to the current date. To "
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|
|
"select a new date, click into the field and select a date using the drop-"
|
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|
|
"down calendar."
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msgstr ""
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|
|
":guilabel:`Scheduled Date`: detta fält har det aktuella datumet som "
|
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|
|
"standard. Om du vill välja ett nytt datum klickar du i fältet och väljer ett"
|
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" datum med hjälp av rullgardinsmenyn."
|
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:230
|
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|
msgid ""
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|
":guilabel:`Responsible`: assign a user from the drop-down menu to manage the"
|
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|
|
" repair."
|
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msgstr ""
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|
":guilabel:`Responsible`: tilldela en användare från rullgardinsmenyn att "
|
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|
|
"hantera reparationen."
|
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:231
|
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|
msgid ""
|
|
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|
|
":guilabel:`Tags`: click into this field to assign an existing tag or create "
|
|
|
|
|
"a new one. Multiple tags can be assigned."
|
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msgstr ""
|
|
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|
|
":guilabel:`Tags`: klicka i detta fält för att tilldela en befintlig tagg "
|
|
|
|
|
"eller skapa en ny. Flera taggar kan tilldelas."
|
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|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:234
|
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|
msgid ""
|
|
|
|
|
"If parts are required for the repair, they can be added in the "
|
|
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|
|
":guilabel:`Parts` tab. Additional information for the internal repair team "
|
|
|
|
|
"can be added to the :guilabel:`Repair Notes` tab."
|
|
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|
|
msgstr ""
|
|
|
|
|
"Om delar behövs för reparationen kan de läggas till på fliken "
|
|
|
|
|
":guilabel:`Parts`. Ytterligare information för det interna reparationsteamet"
|
|
|
|
|
" kan läggas till på fliken :guilabel:`Repair Notes`."
|
|
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|
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|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:237
|
|
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|
|
msgid ""
|
|
|
|
|
"Once the form is complete, click :guilabel:`Confirm Repair`. To create, "
|
|
|
|
|
"edit, and send a quote for this repair, click :guilabel:`Create Quotation`."
|
|
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|
|
msgstr ""
|
|
|
|
|
"När formuläret är ifyllt klickar du på :guilabel:`Bekräfta reparation`. För "
|
|
|
|
|
"att skapa, redigera och skicka en offert för denna reparation, klicka på "
|
|
|
|
|
":guilabel:`Create Quotation`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:240
|
|
|
|
|
msgid ""
|
|
|
|
|
"A :guilabel:`Repairs` smart button is then added to the ticket, linking to "
|
|
|
|
|
"the repair order."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En :guilabel:`Repairs` smartknapp läggs sedan till i ärendet och länkar till"
|
|
|
|
|
" reparationsordern."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of smart buttons focusing on repair button."
|
|
|
|
|
msgstr "Vy över smarta knappar med fokus på reparationsknapp."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:247
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once a user creates a repair order from a *Helpdesk* ticket, they can access"
|
|
|
|
|
" it through the ticket's :guilabel:`Repair` smart button, or from a link in "
|
|
|
|
|
"the chatter, even if they do not have access rights to the *Repair* "
|
|
|
|
|
"application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När en användare har skapat en reparationsorder från ett *Helpdesk*-ärende "
|
|
|
|
|
"kan de komma åt den via ärendets :guilabel:`Repair` smart-knapp, eller från "
|
|
|
|
|
"en länk i chatter, även om de inte har åtkomsträttigheter till "
|
|
|
|
|
"*Repair*-applikationen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:254
|
|
|
|
|
msgid "Create field service task from a ticket"
|
|
|
|
|
msgstr "Skapa fälttjänstuppgift från ett ärende"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:256
|
|
|
|
|
msgid ""
|
|
|
|
|
"On-site interventions can be planned from a ticket and managed through the "
|
|
|
|
|
"*Field Service* application. Customers with :doc:`portal access "
|
|
|
|
|
"<../../../general/users/portal>` are able to track the progress of a *Field "
|
|
|
|
|
"Service* task just as they would a *Helpdesk* ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Insats på plats kan planeras från ett ärende och hanteras via applikationen "
|
|
|
|
|
"*Field Service*. Kunder med :doc:`portalåtkomst "
|
|
|
|
|
"<../../../general/users/portal>` kan följa utvecklingen av en *Field "
|
|
|
|
|
"Service*-uppgift precis som de skulle kunna göra med ett *Helpdesk*-ärende."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:261
|
|
|
|
|
msgid ""
|
|
|
|
|
"To change the default *Field Service* project for the team, go to "
|
|
|
|
|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` to select"
|
|
|
|
|
" a :guilabel:`Team`. Scroll to the :guilabel:`After-Sales` section, and "
|
|
|
|
|
"choose a project under :guilabel:`Field Service`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om du vill ändra standardprojektet *Field Service* för teamet går du till "
|
|
|
|
|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` och "
|
|
|
|
|
"väljer ett :guilabel:`Team`. Bläddra till avsnittet :guilabel:`After Sales` "
|
|
|
|
|
"och välj ett projekt under :guilabel:`Field Service`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:265
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new *Field Service* task, navigate to a "
|
|
|
|
|
":menuselection:`Helpdesk` ticket. Click :guilabel:`Plan Intervention` to "
|
|
|
|
|
"open the :guilabel:`Create a Field Service task` pop-up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa en ny *Fältservice*-uppgift, navigera till ett "
|
|
|
|
|
":menuselection:`Helpdesk`-ärende. Klicka på :guilabel:`Planera intervention`"
|
|
|
|
|
" för att öppna popup-fönstret :guilabel:`Skapa en fälttjänstuppgift`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of a Field Service task creation page."
|
|
|
|
|
msgstr "Vy över en sida för skapande av fälttjänstuppgifter."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:272
|
|
|
|
|
msgid "Confirm or update the task :guilabel:`Title`."
|
|
|
|
|
msgstr "Bekräfta eller uppdatera uppgiften :guilabel:`Title`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:274
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Project` field on the :guilabel:`Create a Field Service task`"
|
|
|
|
|
" pop-up window defaults to the same *Field Service* project that was "
|
|
|
|
|
"identified on the team's settings page. To change the project for this "
|
|
|
|
|
"specific task, select one from the :guilabel:`Project` field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Fältet :guilabel:`Project` i popup-fönstret :guilabel:`Create a Field "
|
|
|
|
|
"Service task` är standardinställt på samma *Field Service*-projekt som "
|
|
|
|
|
"identifierades på teamets inställningssida. För att ändra projekt för denna "
|
|
|
|
|
"specifika uppgift, välj ett från :guilabel:`Projekt` fältet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:278
|
|
|
|
|
msgid ""
|
|
|
|
|
"If applicable, select a :guilabel:`Worksheet Template` from the drop-down "
|
|
|
|
|
"menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om tillämpligt, välj en :guilabel:`Worksheet Template` från "
|
|
|
|
|
"rullgardinsmenyn."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:281
|
|
|
|
|
msgid ""
|
|
|
|
|
"*Field Service Worksheets* are reports that detail the work completed during"
|
|
|
|
|
" an on-site task. When work is completed, worksheets are signed by the "
|
|
|
|
|
"customer to confirm the job is done and the customer is satisfied."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"*Fältservicearbetsblad är rapporter som beskriver det arbete som utförts "
|
|
|
|
|
"under ett uppdrag på plats. När arbetet är slutfört undertecknas "
|
|
|
|
|
"arbetsbladen av kunden för att bekräfta att jobbet är utfört och att kunden "
|
|
|
|
|
"är nöjd."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:285
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the *Field Service* project assigned to the *Helpdesk* team has "
|
|
|
|
|
"worksheets enabled, and has a default template assigned, that template "
|
|
|
|
|
"automatically appears in the :guilabel:`Worksheet Template` drop-down field."
|
|
|
|
|
" Even so, the field can be edited, and another template can be selected."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om *Field Service*-projektet som tilldelats *Helpdesk*-teamet har arbetsblad"
|
|
|
|
|
" aktiverade och har en standardmall tilldelad, visas den mallen automatiskt "
|
|
|
|
|
"i rullgardinsfältet :guilabel:`Mall för arbetsblad`. Fältet kan dock "
|
|
|
|
|
"redigeras och en annan mall kan väljas."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:290
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the *Field Service* project does **not** have worksheets enabled, the "
|
|
|
|
|
":guilabel:`Worksheet Template` field does not appear on the "
|
|
|
|
|
":guilabel:`Create a Field Service task` pop-up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om *Fältservice*-projektet **inte** har aktiverat kalkylblad visas inte "
|
|
|
|
|
"fältet :guilabel:`Kalkylbladsmall` i popup-fönstret :guilabel:`Skapa en "
|
|
|
|
|
"fältserviceuppgift`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:293
|
|
|
|
|
msgid "Click :guilabel:`Create Task` or :guilabel:`Create & View Task`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på :guilabel:`Create Task` eller :guilabel:`Create & View Task`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:295
|
|
|
|
|
msgid ""
|
|
|
|
|
"After the task is created, a :guilabel:`Tasks` smart button is added to the "
|
|
|
|
|
"ticket, linking the :guilabel:`Field Service` task to the ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När uppgiften har skapats läggs en smartknapp :guilabel:`Tasks` till i "
|
|
|
|
|
"ärendet som länkar uppgiften :guilabel:`Field Service` till ärendet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
|
|
|
|
|
msgid "View of ticket smart buttons focused on task."
|
|
|
|
|
msgstr "Vy över smarta knappar som fokuserar på uppgiften."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:303
|
|
|
|
|
msgid ""
|
|
|
|
|
"`Field Service <https://www.odoo.com/slides/slide/advanced-"
|
|
|
|
|
"settings-862?fullscreen=1>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"`Field Service <https://www.odoo.com/slides/slide/advanced-"
|
|
|
|
|
"settings-862?fullscreen=1>`_"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:3
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgid "Closing tickets"
|
|
|
|
|
msgstr "Biljetter till stängning"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once work has been completed on a *Helpdesk* ticket in Odoo, there are "
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"several ways it can be closed. Manually closing solved tickets keeps the "
|
|
|
|
|
"pipeline up to date, while automatically closing inactive tickets prevents "
|
|
|
|
|
"unnecessary blocking issues. Allowing customers to close their own tickets "
|
|
|
|
|
"minimizes confusion around whether an issue is considered solved or not. "
|
|
|
|
|
"This results in increased operational capacity for support teams, and higher"
|
|
|
|
|
" customer satisfaction."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
"När arbetet har slutförts på ett *Helpdesk*-ärende i Odoo finns det flera "
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"sätt att stänga det. Manuell stängning av lösta ärenden håller pipelinen "
|
|
|
|
|
"uppdaterad, medan automatisk stängning av inaktiva ärenden förhindrar "
|
|
|
|
|
"onödiga blockeringsproblem. Genom att låta kunderna stänga sina egna ärenden"
|
|
|
|
|
" minimeras förvirringen kring huruvida ett problem anses vara löst eller "
|
|
|
|
|
"inte. Detta leder till ökad operativ kapacitet för supportteamen och högre "
|
|
|
|
|
"kundnöjdhet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:12
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Manually close solved tickets"
|
|
|
|
|
msgstr "Avsluta lösta ärenden manuellt"
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:14
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"As work on a ticket progresses, it is moved along to the next stage in the "
|
|
|
|
|
"pipeline. Once the issue is solved, the ticket is moved to a *folded* stage."
|
|
|
|
|
" This marks the ticket as *closed*."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När arbetet med ett ärende fortskrider flyttas det vidare till nästa steg i "
|
|
|
|
|
"pipelinen. När problemet är löst flyttas ärendet till ett *veckat* skede. "
|
|
|
|
|
"Detta markerar ärendet som *stängt*."
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:17
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"To fold a stage, navigate to the :menuselection:`Helpdesk` dashboard and "
|
|
|
|
|
"click on a team to open the pipeline. Hover over a stage's heading, and then"
|
|
|
|
|
" click the gear icon that appears in the top-right corner of that stage's "
|
|
|
|
|
"kanban column."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att vika ett steg, navigera till :menuselection:`Helpdesk` dashboard och"
|
|
|
|
|
" klicka på ett team för att öppna pipelinen. Håll muspekaren över rubriken "
|
|
|
|
|
"för ett steg och klicka sedan på kugghjulsikonen som visas i det övre högra "
|
|
|
|
|
"hörnet av stegets kanban-kolumn."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of stage on Helpdesk pipeline with emphasis on gear icon and edit stage"
|
|
|
|
|
" option."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över steg i Helpdesk pipeline med betoning på kugghjulsikonen och "
|
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|
|
"alternativet för att redigera steg."
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|
2024-10-13 07:42:30 +07:00
|
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|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:26
|
2024-09-29 07:43:41 +07:00
|
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|
msgid ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Clicking the gear icon also displays the option to :guilabel:`Fold` the "
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|
"stage. This setting folds the stage *temporarily* to simplify the kanban "
|
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|
"view. This does *not* close the tickets in this stage. It also does not "
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|
"permanently fold the stage. If a stage needs to be folded so the tickets can"
|
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|
|
|
" be marked as closed, continue following the steps below."
|
2024-09-29 07:43:41 +07:00
|
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msgstr ""
|
2024-10-13 07:42:30 +07:00
|
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|
"Om du klickar på kugghjulsikonen visas även alternativet :guilabel:`Fold` "
|
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"the stage. Den här inställningen viker scenen *tillfälligt* för att förenkla"
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" kanban-vyn. Detta stänger *inte* ärendena i detta steg. Den viker inte "
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|
|
"heller scenen permanent. Om ett steg behöver vikas så att ärendena kan "
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|
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"markeras som stängda, fortsätt att följa stegen nedan."
|
2024-09-29 07:43:41 +07:00
|
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|
2024-10-13 07:42:30 +07:00
|
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|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:31
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"From the menu that appears, select :guilabel:`Edit Stage`. This will open "
|
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|
|
"the stage's settings. Check the box labeled :guilabel:`Folded in Kanban` "
|
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|
"towards the top of the window, and then :guilabel:`Save & Close` to confirm "
|
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|
"the changes. Now, tickets that reach this stage will be considered as "
|
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|
|
|
"*closed*."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"I menyn som visas väljer du :guilabel:`Edit Stage`. Detta öppnar scenens "
|
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|
|
"inställningar. Markera rutan :guilabel:`Folded in Kanban` längst upp i "
|
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|
|
"fönstret, och sedan :guilabel:`Save & Close` för att bekräfta ändringarna. "
|
|
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|
|
"Nu kommer ärenden som når det här stadiet att betraktas som *stängda*."
|
2024-09-29 07:43:41 +07:00
|
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|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Stage settings page."
|
|
|
|
|
msgstr "Sida för sceninställningar."
|
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|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:41
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Automatically close inactive tickets"
|
|
|
|
|
msgstr "Stäng inaktiva ärenden automatiskt"
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:43
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Tickets that are inactive for a set period of time can be automatically "
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"closed. At that point, they will be moved to a folded stage."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
"Biljetter som är inaktiva under en viss tidsperiod kan stängas automatiskt. "
|
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|
|
"Vid den tidpunkten flyttas de till ett veckat skede."
|
|
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|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:46
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Go to the team's settings page by going to :menuselection:`Helpdesk --> "
|
|
|
|
|
"Configuration --> Teams`. Under the :guilabel:`Self-Service` section, enable"
|
|
|
|
|
" :guilabel:`Automatic Closing`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Gå till teamets inställningssida genom att gå till :menuselection:`Helpdesk "
|
|
|
|
|
"--> Configuration --> Teams`. Under avsnittet :guilabel:`Självbetjäning`, "
|
|
|
|
|
"aktivera :guilabel:`Automatisk stängning`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:49
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"If one of the team's stages is set to be folded in the kanban view, it will "
|
|
|
|
|
"be the default selection in the :guilabel:`Move to Stage` field. If the team"
|
|
|
|
|
" has more than one folded stage, the stage that occurs first in the pipeline"
|
|
|
|
|
" will be the default. If no stage is folded, the default selection will be "
|
|
|
|
|
"the last stage in the pipeline."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Om ett av teamets steg är inställt på att vikas i kanban-vyn kommer det att "
|
|
|
|
|
"vara standardvalet i fältet :guilabel:`Move to Stage`. Om teamet har mer än "
|
|
|
|
|
"ett steg som har vikts, kommer det steg som inträffar först i pipelinen att "
|
|
|
|
|
"vara standard. Om inget steg har vikts kommer standardvalet att vara det "
|
|
|
|
|
"sista steget i pipelinen."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:54
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"The :guilabel:`After days of inactivity` field defaults to `7`, but can be "
|
|
|
|
|
"adjusted if necessary."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Fältet :guilabel:`Efter dagar av inaktivitet` har standardvärdet `7`, men "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"kan justeras vid behov."
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:57
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"The :guilabel:`After days of inactivity` field does **not** take the working"
|
|
|
|
|
" calendar into account when tracking the amount of time a ticket has been "
|
|
|
|
|
"inactive."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Fältet :guilabel:`Efter dagar av inaktivitet` tar **inte** hänsyn till "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"arbetskalendern när man spårar hur länge ett ärende har varit inaktivt."
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:60
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"If only certain stages should be used to track days of inactivity, they can "
|
|
|
|
|
"be added to the :guilabel:`In Stages` field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om endast vissa stadier ska användas för att spåra inaktivitetsdagar, kan de"
|
|
|
|
|
" läggas till i fältet :guilabel:`In Stages`."
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:64
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "A team's pipeline is created with the following stages:"
|
|
|
|
|
msgstr "Ett teams pipeline skapas med följande steg:"
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:66
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "`New`"
|
|
|
|
|
msgstr "`Ny`"
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:67
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "`In Progress`"
|
|
|
|
|
msgstr "Pågående"
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:68
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "`Customer Feedback`"
|
|
|
|
|
msgstr "Feedback från kunder"
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:69
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "`Closed`"
|
|
|
|
|
msgstr "Avslutad"
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:71
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Tickets can linger in the :guilabel:`Customer Feedback stage`, because once "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"an issue is solved, customers may not respond immediately. At that point, "
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"the tickets can be closed automatically. However, tickets in the "
|
|
|
|
|
":guilabel:`New` and :guilabel:`In Progress` stages may remain inactive due "
|
|
|
|
|
"to assignment or workload issues. Closing these tickets automatically would "
|
|
|
|
|
"result in issues going unsolved."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Ärenden kan dröja sig kvar i :guilabel:`Customer Feedback stage`, eftersom "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"kunderna kanske inte svarar omedelbart när ett problem har lösts. Vid den "
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"tidpunkten kan ärendena stängas automatiskt. Men ärenden i :guilabel:`New`- "
|
|
|
|
|
"och :guilabel:`In Progress`-stadierna kan förbli inaktiva på grund av "
|
|
|
|
|
"problem med tilldelningen eller arbetsbelastningen. Om dessa ärenden stängs "
|
|
|
|
|
"automatiskt skulle det leda till att problemen förblir olösta."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:77
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Therefore, the :guilabel:`Automatic Closing` settings would be configured as"
|
|
|
|
|
" below\\:\\"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Därför skulle inställningarna för :guilabel:`Automatisk stängning` "
|
|
|
|
|
"konfigureras enligt nedan\\:\\"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:79
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ":guilabel:`Automatic Closing`: *checked*"
|
|
|
|
|
msgstr ":guilabel:`Automatisk stängning`: *markerad*"
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:80
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ":guilabel:`Move to Stage`: `Solved`"
|
|
|
|
|
msgstr ":guilabel:`Flytta till scen`: `Löst`"
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:81
|
|
|
|
|
msgid ":guilabel:`After``7`:guilabel:`days of inactivity`"
|
|
|
|
|
msgstr ":guilabel:`Efter``7``:guilabel:`dagar av inaktivitet`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:82
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ":guilabel:`In Stages`: `Customer Feedback`"
|
|
|
|
|
msgstr ":guilabel:`In Stages`: `Kundfeedback`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0
|
|
|
|
|
msgid "Example of Automatic Closing settings."
|
|
|
|
|
msgstr "Exempel på inställningar för automatisk stängning."
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:89
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Allow customers to close their own tickets"
|
|
|
|
|
msgstr "Tillåt kunder att stänga sina egna ärenden"
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:91
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Enabling the :guilabel:`Closure by Customers` setting allows customers to "
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"close their own ticket(s) when they determine that their issue has been "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"resolved."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om du aktiverar inställningen :guilabel:`Closure by Customers` kan kunder "
|
|
|
|
|
"stänga sina egna ärenden när de anser att deras problem har lösts."
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:94
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Start by navigating to :menuselection:`Helpdesk --> Configuration --> Teams`"
|
|
|
|
|
" and select a team. On the team's settings page, scroll to the "
|
|
|
|
|
":guilabel:`Self-Service` section and check the box for :guilabel:`Closure by"
|
|
|
|
|
" Customers`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Börja med att navigera till :menuselection:`Helpdesk --> Konfiguration --> "
|
|
|
|
|
"Team` och välj ett team. På teamets inställningssida bläddrar du till "
|
|
|
|
|
"avsnittet :guilabel:`Självbetjäning` och markerar rutan för "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
":guilabel:`Stängning av kunder`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
|
|
|
|
|
msgid "Customer closing setting in Odoo Helpdesk."
|
|
|
|
|
msgstr "Inställning för kundavslut i Odoo Helpdesk."
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:102
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Once the ticket closing settings are enabled, a :guilabel:`Close Ticket` "
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"button will be available for customers when they view their ticket through "
|
|
|
|
|
"the customer portal."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"När inställningarna för stängning av biljetter har aktiverats kommer en "
|
|
|
|
|
":guilabel:`Stäng biljett`-knapp att vara tillgänglig för kunderna när de ser"
|
|
|
|
|
" sin biljett via kundportalen."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
|
|
|
|
|
msgid "Customer view of ticket closing in Odoo Helpdesk."
|
|
|
|
|
msgstr "Kundvy av ärendeavslut i Odoo Helpdesk."
|
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:110
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Customers are able to view their tickets by clicking the :guilabel:`View the"
|
|
|
|
|
" ticket` link they receive by email. The link is included in the "
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Request Acknowledgment` template, which is added to the first "
|
|
|
|
|
"stage of a team by default. This link does not require a customer to have "
|
|
|
|
|
"access to the portal to view or respond to their ticket."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Kunder kan se sina biljetter genom att klicka på länken :guilabel:`Visa "
|
|
|
|
|
"biljetten` som de får via e-post. Länken ingår i mallen :guilabel:`Request "
|
|
|
|
|
"Acknowledgment`, som läggs till i det första steget i ett team som standard."
|
|
|
|
|
" Den här länken kräver inte att kunden har tillgång till portalen för att "
|
|
|
|
|
"visa eller svara på sitt ärende."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2024-10-13 07:42:30 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:115
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Customers with access to the portal will be able to view their tickets under"
|
|
|
|
|
" :menuselection:`My Account --> Tickets`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Kunder med tillgång till portalen kommer att kunna se sina biljetter under "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
":menuselection:`My Account --> Tickets`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:3
|
|
|
|
|
msgid "Track and bill time"
|
|
|
|
|
msgstr "Registrera och fakturera tid"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo *Helpdesk* provides teams with the ability to track the amount of hours"
|
|
|
|
|
" spent working on a ticket, and to bill a customer for that time. Through "
|
|
|
|
|
"integrations with the *Sales*, *Timesheets*, *Project* and *Accounting* "
|
|
|
|
|
"applications, customers can be charged once the work is completed, or before"
|
|
|
|
|
" it has even begun."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo *Helpdesk* ger team möjlighet att spåra hur många timmar som läggs på "
|
|
|
|
|
"ett ärende och att fakturera en kund för den tiden. Genom integrationer med "
|
|
|
|
|
"applikationerna *Sales*, *Timesheets*, *Project* och *Accounting* kan "
|
|
|
|
|
"kunderna debiteras när arbetet är slutfört, eller innan det ens har "
|
|
|
|
|
"påbörjats."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:11
|
|
|
|
|
msgid ""
|
|
|
|
|
"Since the *Track & Bill Time* features require integration with other "
|
|
|
|
|
"applications, enabling them may result in the installation of additional "
|
|
|
|
|
"modules or applications."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Eftersom funktionerna *Spåra och fakturera tid* kräver integration med andra"
|
|
|
|
|
" program, kan det hända att du måste installera ytterligare moduler eller "
|
|
|
|
|
"program för att aktivera dem."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:14
|
|
|
|
|
msgid ""
|
|
|
|
|
"Installing a new application on a *One-App-Free* database triggers a 15-day "
|
|
|
|
|
"trial. At the end of the trial, if a paid subscription has not been added to"
|
|
|
|
|
" the database, it will no longer be active or accessible."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om du installerar en ny applikation i en *One-App-Free*-databas aktiveras en"
|
|
|
|
|
" 15-dagars testperiod. Om en betald prenumeration inte har lagts till i "
|
|
|
|
|
"databasen efter testperioden kommer den inte längre att vara aktiv eller "
|
|
|
|
|
"tillgänglig."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:19
|
|
|
|
|
msgid "Configure track and bill time features"
|
|
|
|
|
msgstr "Konfigurera funktioner för spårning och fakturering av tid"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21
|
|
|
|
|
msgid ""
|
|
|
|
|
"Before a customer can be invoiced for support services, the *Track & Bill "
|
|
|
|
|
"Time* features **must** be enabled on each *Helpdesk* team individually."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Innan en kund kan faktureras för supporttjänster måste funktionerna *Spåra "
|
|
|
|
|
"och fakturera tid* **aktiveras** för varje enskilt *Helpdesk*-team."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:25
|
|
|
|
|
msgid "Enable track and bill time on a helpdesk team"
|
|
|
|
|
msgstr "Gör det möjligt att spåra och fakturera tid för ett helpdesk-team"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"To view and enable the *Track & Bill Time* features on a *Helpdesk* team, "
|
|
|
|
|
"first navigate to :menuselection:`Helpdesk app --> Configuration --> "
|
|
|
|
|
"Helpdesk Teams`. Then, select a team from the list, or create a :doc:`new "
|
|
|
|
|
"one <../../helpdesk>`. This reveals a team's settings page."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att visa och aktivera funktionerna *Track & Bill Time* på ett "
|
|
|
|
|
"*Helpdesk*-team, navigera först till :menuselection:`Helpdesk app --> "
|
|
|
|
|
"Configuration --> Helpdesk Teams`. Välj sedan ett team från listan eller "
|
|
|
|
|
"skapa ett :doc:`nytt team <../../helpdesk>`. Detta visar ett teams "
|
|
|
|
|
"inställningssida."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:31
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the team's settings page, scroll to the :guilabel:`Track & Bill Time` "
|
|
|
|
|
"section. Check the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time "
|
|
|
|
|
"Billing`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"På teamets inställningssida bläddrar du till avsnittet :guilabel:`Spåra och "
|
|
|
|
|
"fakturera tid`. Markera rutorna :guilabel:`Timesheets` och :guilabel:`Time "
|
|
|
|
|
"Billing`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:34
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once the :guilabel:`Timesheets` box is checked, a new field appears, labeled"
|
|
|
|
|
" :guilabel:`Project`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När rutan :guilabel:`Timesheets` är markerad visas ett nytt fält med "
|
|
|
|
|
"beteckningen :guilabel:`Project`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:37
|
|
|
|
|
msgid ""
|
|
|
|
|
"If this is the first time this feature has been enabled on this database, "
|
|
|
|
|
"the page may need to be manually saved and refreshed before the "
|
|
|
|
|
":guilabel:`Project` field appears."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om det är första gången denna funktion aktiveras i denna databas kan sidan "
|
|
|
|
|
"behöva sparas manuellt och uppdateras innan fältet :guilabel:`Project` "
|
|
|
|
|
"visas."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:40
|
|
|
|
|
msgid ""
|
|
|
|
|
"The project selected in this field represents where all the timesheets for "
|
|
|
|
|
"this team's tickets are recorded. Click into the :guilabel:`Project` drop-"
|
|
|
|
|
"down menu to select a project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Det projekt som valts i detta fält är det projekt där alla tidrapporter för "
|
|
|
|
|
"teamets ärenden registreras. Klicka på :guilabel:`Projekt` i "
|
|
|
|
|
"rullgardinsmenyn för att välja ett projekt."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:43
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new project where the timesheets are recorded, click into the "
|
|
|
|
|
":guilabel:`Project` drop-down menu, type a name for the project, and then "
|
|
|
|
|
"click :guilabel:`Create` from the drop-down menu beneath."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa ett nytt projekt där tidrapporterna registreras, klicka på "
|
|
|
|
|
":guilabel:`Projekt` i rullgardinsmenyn, ange ett namn för projektet och "
|
|
|
|
|
"klicka sedan på :guilabel:`Create` i rullgardinsmenyn nedanför."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a helpdesk team settings page emphasizing the track and bill time "
|
|
|
|
|
"settings."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över en inställningssida för ett helpdesk-team med fokus på "
|
|
|
|
|
"inställningarna för spårning och fakturering av tid."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:54
|
|
|
|
|
msgid "Configure service products"
|
|
|
|
|
msgstr "Konfigurera serviceprodukter"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:56
|
|
|
|
|
msgid ""
|
|
|
|
|
"When the :guilabel:`Time Billing` feature is enabled, a new product is "
|
|
|
|
|
"created in the *Sales* app called *Service on Timesheets*. This product can "
|
|
|
|
|
"be found under :menuselection:`Sales app--> Products --> Products`. Then, "
|
|
|
|
|
"search for `Service on Timesheets` in the :guilabel:`Search...` bar. This is"
|
|
|
|
|
" the product that is used when invoicing for *post-paid support services* "
|
|
|
|
|
"**after** they have been completed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När funktionen :guilabel:`Tidsfakturering` är aktiverad skapas en ny produkt"
|
|
|
|
|
" i appen *Sales* som heter *Service on Timesheets*. Denna produkt hittar du "
|
|
|
|
|
"under :menuselection:`Försäljningsapp--> Produkter --> Produkter`. Sök sedan"
|
|
|
|
|
" efter `Service on Timesheets` i :guilabel:`Search...`-fältet. Detta är den "
|
|
|
|
|
"produkt som används vid fakturering av *efterhandsbetalda supporttjänster* "
|
|
|
|
|
"**efter** att de har slutförts."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:62
|
|
|
|
|
msgid ""
|
|
|
|
|
"Select :guilabel:`Service on Timesheets` from the product page. This reveals"
|
|
|
|
|
" the product detail form. The product is configured with the "
|
|
|
|
|
":guilabel:`Product Type` set to :guilabel:`Service` and the "
|
|
|
|
|
":guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets`. Make "
|
|
|
|
|
"any necessary changes to the product record, such as the :guilabel:`Cost` or"
|
|
|
|
|
" :guilabel:`Sales Price`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Välj :guilabel:`Service on Timesheets` från produktsidan. Detta visar "
|
|
|
|
|
"formuläret för produktdetaljer. Produkten är konfigurerad med "
|
|
|
|
|
":guilabel:`Produkttyp` inställd på :guilabel:`Tjänst` och "
|
|
|
|
|
":guilabel:`Faktureringspolicy` inställd på :guilabel:`Baserat på "
|
|
|
|
|
"tidrapporter`. Gör nödvändiga ändringar i produktposten, t.ex. "
|
|
|
|
|
":guilabel:`Kostnad` eller :guilabel:`Försäljningspris`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a service product with the invoicing policy set to 'Based on "
|
|
|
|
|
"timesheets'."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över en tjänsteprodukt med faktureringspolicyn inställd på \"Baserat på "
|
|
|
|
|
"tidrapporter\"."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:71
|
|
|
|
|
msgid ""
|
|
|
|
|
"In order to invoice for support services **before** the work has been "
|
|
|
|
|
"completed (also known as *prepaid support services*), a separate product "
|
|
|
|
|
"with a different invoicing policy must be created."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att kunna fakturera supporttjänster **innan** arbetet har slutförts "
|
|
|
|
|
"(även kallat *förskottsbetalda supporttjänster*), måste en separat produkt "
|
|
|
|
|
"med en annan faktureringspolicy skapas."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:74
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new service product, go to :menuselection:`Sales app --> "
|
|
|
|
|
"Products --> Products`, and click :guilabel:`New`. This reveals a blank "
|
|
|
|
|
"product detail form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa en ny serviceprodukt, gå till :menuselection:`Sales app --> "
|
|
|
|
|
"Products --> Products`, och klicka på :guilabel:`New`. Detta visar ett tomt "
|
|
|
|
|
"formulär för produktdetaljer."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:77
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the new product form, add a :guilabel:`Product Name`, and set the "
|
|
|
|
|
":guilabel:`Product Type` to :guilabel:`Service`. Then, set the "
|
|
|
|
|
":guilabel:`Invoicing Policy` to :guilabel:`Prepaid/Fixed Price`. This means "
|
|
|
|
|
"an invoice can be generated and payment can be received for this product "
|
|
|
|
|
"before any timesheets entries have been recorded for these services."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"I det nya produktformuläret lägger du till :guilabel:`Produktnamn` och anger"
|
|
|
|
|
" :guilabel:`Produkttyp` till :guilabel:`Tjänst`. Ställ sedan in "
|
|
|
|
|
":guilabel:`Faktureringspolicy` till :guilabel:`Förskottsbetald/Fastpris`. "
|
|
|
|
|
"Detta innebär att en faktura kan genereras och betalning kan tas emot för "
|
|
|
|
|
"denna produkt innan några tidrapporter har registrerats för dessa tjänster."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a service product with the invoicing policy set to 'prepaid/fixed'."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över en tjänsteprodukt med faktureringsprincip inställd på "
|
|
|
|
|
"\"förbetald/fast\"."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:86
|
|
|
|
|
msgid ""
|
|
|
|
|
"Finally, set the :guilabel:`Sales Price`, and confirm that the "
|
|
|
|
|
":guilabel:`Unit of Measure` is set to :guilabel:`Hours`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Slutligen anger du :guilabel:`Säljpris` och bekräftar att "
|
|
|
|
|
":guilabel:`Måttenhet` är inställd på :guilabel:`Htimmar`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:90
|
|
|
|
|
msgid "Invoice prepaid support services"
|
|
|
|
|
msgstr "Faktura förbetalda supporttjänster"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:92
|
|
|
|
|
msgid ""
|
|
|
|
|
"When support services are billed on a fixed price, an invoice can be created"
|
|
|
|
|
" before any work is completed on the issue. In this case, a service product "
|
|
|
|
|
"with the *Invoicing Policy* set to *Prepaid/Fixed Price* would be used, just"
|
|
|
|
|
" like :ref:`the section above <helpdesk/configure-service-products>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När supporttjänster faktureras med ett fast pris kan en faktura skapas innan"
|
|
|
|
|
" något arbete har slutförts på ärendet. I detta fall används en "
|
|
|
|
|
"tjänsteprodukt med *Faktureringspolicy* inställd på *Förbetald/Fastpris*, "
|
|
|
|
|
"precis som :ref:`avsnittet ovan <helpdesk/konfigurera-tjänsteprodukter>`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:98
|
|
|
|
|
msgid "Create a sales order with prepaid product"
|
|
|
|
|
msgstr "Skapa en försäljningsorder med förbetald produkt"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:100
|
|
|
|
|
msgid ""
|
|
|
|
|
"To invoice a customer for prepaid support services, first create a sales "
|
|
|
|
|
"order (SO) with the support services product. To do this, go to "
|
|
|
|
|
":menuselection:`Sales app --> Orders --> Quotations`. Then, click "
|
|
|
|
|
":guilabel:`New` to reveal a blank quotation form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att fakturera en kund för förbetalda supporttjänster måste du först "
|
|
|
|
|
"skapa en försäljningsorder (SO) med produkten supporttjänster. Detta gör du "
|
|
|
|
|
"genom att gå till :menuselection:`Försäljningsapp --> Order --> Offerter`. "
|
|
|
|
|
"Klicka sedan på :guilabel:`New` för att visa ett tomt offertformulär."
|
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|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:104
|
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|
|
msgid "Then, fill out the quotation form with the customer information."
|
|
|
|
|
msgstr "Fyll sedan i offertformuläret med kundinformationen."
|
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|
|
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|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:106
|
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|
|
msgid ""
|
|
|
|
|
"Go to the :guilabel:`Order Lines` tab of the quotation and click "
|
|
|
|
|
":guilabel:`Add a Product`. Then, select the *prepaid services product* "
|
|
|
|
|
"configured in the steps above. Update the :guilabel:`Quantity` field with "
|
|
|
|
|
"the number of hours."
|
|
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|
|
msgstr ""
|
|
|
|
|
"Gå till fliken :guilabel:`Orderrader` i offerten och klicka på "
|
|
|
|
|
":guilabel:`Lägg till en produkt`. Välj sedan produkten *förskottsbetalda "
|
|
|
|
|
"tjänster* som konfigurerades i stegen ovan. Uppdatera fältet "
|
|
|
|
|
":guilabel:`Kvantitet` med antalet timmar."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:110
|
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|
msgid ""
|
|
|
|
|
"After updating any other necessary information, :guilabel:`Confirm` the "
|
|
|
|
|
"quotation. This converts the quotation into an :abbr:`SO (sales order)`."
|
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|
|
msgstr ""
|
|
|
|
|
"När du har uppdaterat all annan nödvändig information :guilabel:`Bekräfta` "
|
|
|
|
|
"offerten. Detta omvandlar offerten till en :abbr:`SO (försäljningsorder)`."
|
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|
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|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:114
|
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|
|
msgid "Create and send an invoice for prepaid services"
|
|
|
|
|
msgstr "Skapa och skicka en faktura för förbetalda tjänster"
|
|
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|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:116
|
|
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|
|
msgid ""
|
|
|
|
|
"Once the :abbr:`SO (sales order)` has been confirmed, click the "
|
|
|
|
|
":guilabel:`Create Invoice` button. This opens a :guilabel:`Create invoices` "
|
|
|
|
|
"pop-up window."
|
|
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|
|
msgstr ""
|
|
|
|
|
"När :abbr:`SO (försäljningsorder)` har bekräftats klickar du på knappen "
|
|
|
|
|
":guilabel:`Create Invoice`. Detta öppnar ett :guilabel:`Create invoices` "
|
|
|
|
|
"popup-fönster."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:119
|
|
|
|
|
msgid ""
|
|
|
|
|
"If no down payment is collected, the :guilabel:`Create Invoice` type can "
|
|
|
|
|
"remain as :guilabel:`Regular Invoice`. If a :doc:`down payment "
|
|
|
|
|
"<../../../sales/sales/invoicing/down_payment>` is collected, choose between "
|
|
|
|
|
"either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment "
|
|
|
|
|
"(fixed amount)`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om ingen handpenning tas ut kan typen :guilabel:`Create Invoice` förbli "
|
|
|
|
|
":guilabel:`Regular Invoice`. Om en :doc:`handpenning "
|
|
|
|
|
"<../../../sales/sales/invoicing/down_payment>` tas ut, välj mellan antingen "
|
|
|
|
|
":guilabel:`Down payment (percentage)` eller :guilabel:`Down payment (fixed "
|
|
|
|
|
"amount)`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:124
|
|
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|
|
msgid ""
|
|
|
|
|
"When the necessary information has been entered, click :guilabel:`Create "
|
|
|
|
|
"Draft Invoice`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När alla nödvändiga uppgifter har angetts klickar du på :guilabel:`Create "
|
|
|
|
|
"Draft Invoice`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:126
|
|
|
|
|
msgid "The invoice can then be sent to the customer for payment."
|
|
|
|
|
msgstr "Fakturan kan sedan skickas till kunden för betalning."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:129
|
|
|
|
|
msgid "Create helpdesk ticket for prepaid services"
|
|
|
|
|
msgstr "Skapa helpdeskärende för förbetalda tjänster"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:131
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a *Helpdesk* ticket for prepaid services, navigate to "
|
|
|
|
|
":menuselection:`Helpdesk` and click the :guilabel:`Tickets` button to reveal"
|
|
|
|
|
" a specific team's pipeline. Click :guilabel:`New` to create a new ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa ett *Helpdesk*-ärende för förbetalda tjänster, gå till "
|
|
|
|
|
":menuselection:`Helpdesk` och klicka på knappen :guilabel:`Tickets` för att "
|
|
|
|
|
"visa ett specifikt teams pipeline. Klicka på :guilabel:`New` för att skapa "
|
|
|
|
|
"ett nytt ärende."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:135
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the blank ticket form, create a ticket :guilabel:`Title`, and enter the "
|
|
|
|
|
":guilabel:`Customer` information."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Skapa ett ärende :guilabel:`Title` på det tomma ärendeformuläret och ange "
|
|
|
|
|
"informationen :guilabel:`Customer`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:138
|
|
|
|
|
msgid ""
|
|
|
|
|
"When the customer name is added, the :guilabel:`Sales Order Item` field "
|
|
|
|
|
"automatically populates with the most recent prepaid sales order item that "
|
|
|
|
|
"has time remaining."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När kundnamnet läggs till fylls fältet :guilabel:`Sales Order Item` "
|
|
|
|
|
"automatiskt i med den senaste förbetalda försäljningsorderposten som har "
|
|
|
|
|
"återstående tid."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:142
|
|
|
|
|
msgid "Track hours on helpdesk ticket"
|
|
|
|
|
msgstr "Spåra timmar i helpdeskärenden"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:144
|
|
|
|
|
msgid ""
|
|
|
|
|
"Time spent working on a *Helpdesk* ticket is tracked on the *Timesheets* tab"
|
|
|
|
|
" on the specific ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Tid som läggs på att arbeta med ett *Helpdesk*-ärende registreras på fliken "
|
|
|
|
|
"*Timmar* för det specifika ärendet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:146
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the ticket detail form, click on the :guilabel:`Timesheets` tab and click"
|
|
|
|
|
" :guilabel:`Add a line`. Choose an :guilabel:`Employee`, add a "
|
|
|
|
|
":guilabel:`Description` of the task, and enter the number of "
|
|
|
|
|
":guilabel:`Hours Spent`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på fliken :guilabel:`Timmar` och klicka på :guilabel:`Lägg till en "
|
|
|
|
|
"rad` i formuläret för biljettdetaljer. Välj en :guilabel:`Medarbetare`, lägg"
|
|
|
|
|
" till en :guilabel:`Beskrivning` av uppgiften och ange antalet "
|
|
|
|
|
":guilabel:`Timmar som spenderats`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:150
|
|
|
|
|
msgid ""
|
|
|
|
|
"As new lines are added to :guilabel:`Timesheets` tab, the "
|
|
|
|
|
":guilabel:`Remaining Hours on SO` field, at the bottom-right of the tab, is "
|
|
|
|
|
"automatically updated."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När nya rader läggs till på fliken :guilabel:`Timesheets` uppdateras fältet "
|
|
|
|
|
":guilabel:`Remaining Hours on SO`, längst ned till höger på fliken, "
|
|
|
|
|
"automatiskt."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of the timesheets tab on a ticket with an emphasis on the remaining "
|
|
|
|
|
"hours on an SO."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över fliken tidrapporter på ett ärende med betoning på de återstående "
|
|
|
|
|
"timmarna på en SO."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:158
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the number of hours on the :guilabel:`Timesheets` tab exceeds the number "
|
|
|
|
|
"of hours sold, the :guilabel:`Remaining Hours of SO` turns red."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om antalet timmar på fliken :guilabel:`Timesheets` överstiger antalet sålda "
|
|
|
|
|
"timmar, blir :guilabel:`Remaining Hours of SO` röd."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:161
|
|
|
|
|
msgid ""
|
|
|
|
|
"As hours are added to the :guilabel:`Timesheets` tab, they are automatically"
|
|
|
|
|
" updated in the :guilabel:`Delivered` field on the :abbr:`SO (sales order)`,"
|
|
|
|
|
" as well."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När timmar läggs till på fliken :guilabel:`Timesheets` uppdateras de också "
|
|
|
|
|
"automatiskt i fältet :guilabel:`Delivered` på :abbr:`SO (sales order)`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:165
|
|
|
|
|
msgid "Invoice post-paid support services"
|
|
|
|
|
msgstr "Faktura för efterbetalda supporttjänster"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:167
|
|
|
|
|
msgid ""
|
|
|
|
|
"When support services are billed based on the amount of time spent on an "
|
|
|
|
|
"issue, an invoice cannot be created before the total number of hours "
|
|
|
|
|
"required to solve the problem have been entered on a timesheet. In this "
|
|
|
|
|
"case, a service product with the *Invoicing Policy* set to *Based on "
|
|
|
|
|
"Timesheets* would be used, like the one created in :ref:`the section above "
|
|
|
|
|
"<helpdesk/configure-service-products>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När supporttjänster faktureras baserat på hur mycket tid som läggs på ett "
|
|
|
|
|
"problem, kan en faktura inte skapas innan det totala antalet timmar som "
|
|
|
|
|
"krävs för att lösa problemet har angetts på en tidrapport. I det här fallet "
|
|
|
|
|
"används en tjänsteprodukt med *Faktureringspolicy* inställd på *Baserat på "
|
|
|
|
|
"tidrapporter*, som den som skapades i :ref:`avsnittet ovan "
|
|
|
|
|
"<helpdesk/konfigurera-tjänsteprodukter>`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:174
|
|
|
|
|
msgid "Create a sales order with a time-tracked product"
|
|
|
|
|
msgstr "Skapa en försäljningsorder med en tidsbestämd produkt"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:176
|
|
|
|
|
msgid ""
|
|
|
|
|
"To invoice a customer for post-paid support services, first create a sales "
|
|
|
|
|
"order (SO) with the *support services product*. To do this, go to "
|
|
|
|
|
":menuselection:`Sales app --> Orders --> Quotations`. Then, click "
|
|
|
|
|
":guilabel:`New` to reveal a blank quotation form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att fakturera en kund för efterbetalda supporttjänster måste du först "
|
|
|
|
|
"skapa en försäljningsorder (SO) med produkten *supporttjänster*. Detta gör "
|
|
|
|
|
"du genom att gå till :menuselection:`Försäljningsapp --> Order --> "
|
|
|
|
|
"Offerter`. Klicka sedan på :guilabel:`New` för att visa ett tomt "
|
|
|
|
|
"offertformulär."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:180
|
|
|
|
|
msgid "Fill out the quotation with the customer information."
|
|
|
|
|
msgstr "Fyll i offerten med kundinformationen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:182
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the :guilabel:`Order Lines` tab, click :guilabel:`Add a Product`. Select "
|
|
|
|
|
"the post-paid services product configured in the steps above. After updating"
|
|
|
|
|
" any other necessary information, :guilabel:`Confirm` the quotation."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på :guilabel:`Lägg till en produkt` på fliken :guilabel:`Orderrader`."
|
|
|
|
|
" Välj den produkt för efterbetalda tjänster som konfigurerades i stegen "
|
|
|
|
|
"ovan. När du har uppdaterat all annan nödvändig information klickar du på "
|
|
|
|
|
":guilabel:`Bekräfta` offerten."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:187
|
|
|
|
|
msgid ""
|
|
|
|
|
"Unlike with the prepaid services quotation, Odoo does **not** allow an "
|
|
|
|
|
"invoice to be created at this time. That is because no services have been "
|
|
|
|
|
"performed; in other words, nothing has been delivered, therefore, there is "
|
|
|
|
|
"nothing to invoice."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Till skillnad från offerten för förbetalda tjänster tillåter Odoo **inte** "
|
|
|
|
|
"att en faktura skapas vid denna tidpunkt. Det beror på att inga tjänster har"
|
|
|
|
|
" utförts, med andra ord har inget levererats och därför finns det inget att "
|
|
|
|
|
"fakturera."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:192
|
|
|
|
|
msgid "Create a helpdesk ticket for time-tracked services"
|
|
|
|
|
msgstr "Skapa ett helpdeskärende för tjänster med tidsregistrering"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:194
|
|
|
|
|
msgid ""
|
|
|
|
|
"To record a *Timesheet* entry for time-tracker services, go to the "
|
|
|
|
|
":menuselection:`Helpdesk` app, and select the appropriate team for which "
|
|
|
|
|
"these services apply."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att registrera en *Timesheet*-post för tidsregistreringstjänster, gå "
|
|
|
|
|
"till appen :menuselection:`Helpdesk` och välj lämpligt team för vilket dessa"
|
|
|
|
|
" tjänster gäller."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:197
|
|
|
|
|
msgid ""
|
|
|
|
|
"If there is already an existing ticket for this issue, select it from the "
|
|
|
|
|
"Kanban view. This opens the ticket details form. If there is no existing "
|
|
|
|
|
"ticket for this customer issue, click :guilabel:`New` to create a new ticket"
|
|
|
|
|
" and enter the necessary customer information on the blank ticket details "
|
|
|
|
|
"form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om det redan finns ett ärende för det här problemet väljer du det i Kanban-"
|
|
|
|
|
"vyn. Detta öppnar formuläret för ärendeinformation. Om det inte finns något "
|
|
|
|
|
"befintligt ärende för det här kundärendet klickar du på :guilabel:`New` för "
|
|
|
|
|
"att skapa ett nytt ärende och ange nödvändig kundinformation i det tomma "
|
|
|
|
|
"formuläret för ärendeinformation."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:202
|
|
|
|
|
msgid ""
|
|
|
|
|
"After selecting or creating a ticket, go to the :guilabel:`Sales Order Item`"
|
|
|
|
|
" drop-down menu. Select the :abbr:`SO (sales order)` created in the previous"
|
|
|
|
|
" step."
|
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|
|
msgstr ""
|
|
|
|
|
"När du har valt eller skapat ett ärende går du till rullgardinsmenyn "
|
|
|
|
|
":guilabel:`Säljorderobjekt`. Välj den :abbr:`SO (försäljningsorder)` som "
|
|
|
|
|
"skapades i föregående steg."
|
|
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|
|
|
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|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:206
|
|
|
|
|
msgid "Track support hours on a ticket"
|
|
|
|
|
msgstr "Spåra supporttimmar i ett ärende"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:208
|
|
|
|
|
msgid ""
|
|
|
|
|
"In order to create an invoice for a product based on timesheets, hours need "
|
|
|
|
|
"to be tracked and recorded. At this point, the service is considered "
|
|
|
|
|
"*delivered*. To record hours for this support service, click on the "
|
|
|
|
|
":guilabel:`Timesheets` tab of the ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att kunna skapa en faktura för en produkt baserad på tidrapporter måste "
|
|
|
|
|
"timmar spåras och registreras. Vid denna tidpunkt anses tjänsten vara "
|
|
|
|
|
"*levererad*. För att registrera timmar för denna supporttjänst, klicka på "
|
|
|
|
|
"fliken :guilabel:`Timesheets` i ärendet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:212
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click :guilabel:`Add a Line` to record a new entry. Select an "
|
|
|
|
|
":guilabel:`Employee` from the drop-down menu, and record the time spent in "
|
|
|
|
|
"the :guilabel:`Hours Spent` column."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på :guilabel:`Lägg till en rad` för att registrera en ny post. Välj "
|
|
|
|
|
"en :guilabel:`Medarbetare` från rullgardinsmenyn och registrera den tid som "
|
|
|
|
|
"spenderats i kolumnen :guilabel:`Timmar spenderade`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:215
|
|
|
|
|
msgid ""
|
|
|
|
|
"Repeat these steps as needed until all time spent on the issues has been "
|
|
|
|
|
"recorded."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Upprepa dessa steg vid behov tills all tid som lagts på frågorna har "
|
|
|
|
|
"registrerats."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid "View of the timesheets tab on a helpdesk ticket."
|
|
|
|
|
msgstr "Vy över fliken tidrapporter i ett helpdeskärende."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:222
|
|
|
|
|
msgid "Create an invoice for hours tracked on a ticket"
|
|
|
|
|
msgstr "Skapa en faktura för timmar som registrerats i ett ärende"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:224
|
|
|
|
|
msgid ""
|
|
|
|
|
"After the customer's issue has been solved, and it is determined no new "
|
|
|
|
|
"timesheet entries need to be made, an invoice can be created, and the "
|
|
|
|
|
"customer can be billed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När kundens problem har lösts och det har fastställts att inga nya "
|
|
|
|
|
"tidrapporter behöver skapas, kan en faktura skapas och kunden kan "
|
|
|
|
|
"faktureras."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:227
|
|
|
|
|
msgid ""
|
|
|
|
|
"To do this, return to the :abbr:`SO (sales order)` by clicking on the "
|
|
|
|
|
":guilabel:`Sales Order` smart button at the top of the ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att göra detta, gå tillbaka till :abbr:`SO (försäljningsorder)` genom "
|
|
|
|
|
"att klicka på :guilabel:`Sales Order` smart-knappen längst upp i biljetten."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:230
|
|
|
|
|
msgid ""
|
|
|
|
|
"Before creating the invoice, confirm that the number in the "
|
|
|
|
|
":guilabel:`Delivered` column matches the total number of :guilabel:`Hours "
|
|
|
|
|
"Spent` listed in the :guilabel:`Timesheets` tab on the ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Innan du skapar fakturan, kontrollera att antalet i kolumnen "
|
|
|
|
|
":guilabel:`Delivered` stämmer överens med det totala antalet "
|
|
|
|
|
":guilabel:`Hours Spent` som anges i fliken :guilabel:`Timesheets` på "
|
|
|
|
|
"biljetten."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid "View of a sales order with emphasis on the delivered column."
|
|
|
|
|
msgstr "Vy över en försäljningsorder med betoning på den levererade kolumnen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:237
|
|
|
|
|
msgid ""
|
|
|
|
|
"Then, click :guilabel:`Create Invoice`. This opens a :guilabel:`Create "
|
|
|
|
|
"invoice(s)` pop-up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka sedan på :guilabel:`Create Invoice`. Då öppnas popup-fönstret "
|
|
|
|
|
":guilabel:`Create invoice(s)`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:239
|
|
|
|
|
msgid ""
|
|
|
|
|
"If no down payment is collected, the :guilabel:`Create Invoice` type can "
|
|
|
|
|
"remain as :guilabel:`Regular Invoice`. If a down payment is collected, "
|
|
|
|
|
"choose between either :guilabel:`Down payment (percentage)` or "
|
|
|
|
|
":guilabel:`Down payment (fixed amount)`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om ingen handpenning tas ut kan typen :guilabel:`Create Invoice` förbli "
|
|
|
|
|
":guilabel:`Regular Invoice`. Om en handpenning tas ut, välj mellan antingen "
|
|
|
|
|
":guilabel:`Handpenning (procent)` eller :guilabel:`Handpenning (fast "
|
|
|
|
|
"belopp)`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:244
|
|
|
|
|
msgid ""
|
|
|
|
|
"Use the :guilabel:`Timesheets Period` field if this invoice should **only** "
|
|
|
|
|
"include timesheets from a certain time period. If this field is left blank, "
|
|
|
|
|
"**all** applicable timesheets that have not yet been invoiced will be "
|
|
|
|
|
"included."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Använd fältet :guilabel:`Timesheets Period` om denna faktura **bara** ska "
|
|
|
|
|
"innehålla tidrapporter från en viss tidsperiod. Om detta fält lämnas tomt "
|
|
|
|
|
"kommer **alla** tillämpliga tidrapporter som ännu inte har fakturerats att "
|
|
|
|
|
"inkluderas."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
|
|
|
|
|
msgid "View of create invoices pop up showing timesheets period fields."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Visa popup-fönstret för att skapa fakturor med fält för tidrapporternas "
|
|
|
|
|
"perioder."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:252
|
|
|
|
|
msgid ""
|
|
|
|
|
"When the necessary information has been entered, click :guilabel:`Create "
|
|
|
|
|
"Draft`. The invoice can then be reviewed, edited, and sent to the customer "
|
|
|
|
|
"for payment."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När all nödvändig information har angetts klickar du på :guilabel:`Create "
|
|
|
|
|
"Draft`. Fakturan kan sedan granskas, redigeras och skickas till kunden för "
|
|
|
|
|
"betalning."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:256
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:257
|
|
|
|
|
msgid ":doc:`../../../sales/sales/invoicing/down_payment`"
|
|
|
|
|
msgstr ":doc:`../../../sales/sales/invoicing/down_payment`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview.rst:5
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview.rst:5
|
|
|
|
|
msgid "Overview"
|
|
|
|
|
msgstr "Översikt"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:3
|
|
|
|
|
msgid "Help Center"
|
|
|
|
|
msgstr "Hjälpcenter"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:7
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"Odoo **Helpdesk** integrates with the **Forums**, **eLearning**, and "
|
|
|
|
|
"**Knowledge** apps to create the *Help Center*. The *Help Center* is a "
|
|
|
|
|
"centralized location where teams and customers can search for and share "
|
|
|
|
|
"detailed information about products and services."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"Overview of the settings page of a team emphasizing the Help Center "
|
|
|
|
|
"features."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Översikt över inställningssidan för ett team med betoning på funktionerna i "
|
|
|
|
|
"Help Center."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:17
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"To activate any of the *Help Center* features on a *Helpdesk* team, go to "
|
|
|
|
|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and "
|
|
|
|
|
"select a team, or create a :doc:`new one <../../helpdesk>`. Verify the "
|
|
|
|
|
":guilabel:`Visibility` of the team is set to :guilabel:`Invited portal users"
|
|
|
|
|
" and all internal users (public)` in the :guilabel:`Visibility & Assignment`"
|
|
|
|
|
" section."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:22
|
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"Additionally, the :guilabel:`Website Form` option on the **Helpdesk** team "
|
|
|
|
|
"form **must** be enabled to activate any of the *Help Center* features. When"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
" one or more of the *Help Center* features is enabled, the "
|
|
|
|
|
":guilabel:`Website Form` is automatically enabled, as well."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"Since all of the *Help Center* features require integration with other "
|
|
|
|
|
"applications, enabling any of them may result in the installation of "
|
|
|
|
|
"additional modules or applications."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Eftersom alla funktioner i *Help Center* kräver integration med andra "
|
|
|
|
|
"program, kan det hända att du måste installera ytterligare moduler eller "
|
|
|
|
|
"program för att aktivera någon av dem."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:30
|
|
|
|
|
msgid ""
|
|
|
|
|
"Installing a new application on a *One-App-Free* database will trigger a "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"15-day trial. At the end of the trial, if a `paid subscription "
|
|
|
|
|
"<https://www.odoo.com/pricing>`_ has **not** been added to the database, it "
|
|
|
|
|
"will no longer be active or accessible."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:35
|
|
|
|
|
msgid ":doc:`Helpdesk Overview <../../helpdesk>`"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":doc:`Helpdesk-översikt <../../helpdesk>`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:38
|
|
|
|
|
msgid "Knowledge"
|
|
|
|
|
msgstr "Kunskap"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:40
|
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"Odoo's **Knowledge** application is a collaborative library, where users can"
|
|
|
|
|
" store, edit, and share information. The **Knowledge** app can be used to "
|
|
|
|
|
"publish user guides and :abbr:`FAQs (Frequently Asked Questions)` with "
|
|
|
|
|
"customers externally, while also collaborating internally on shared "
|
|
|
|
|
"documents."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:45
|
|
|
|
|
msgid ""
|
|
|
|
|
"The **Knowledge** app is accessible throughout the database by clicking on "
|
|
|
|
|
"the :guilabel:`Knowledge (bookmark)` icon."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:51
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "View of a message in Helpdesk focusing on the Knowledge bookmark icon."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över ett meddelande i Helpdesk med fokus på bokmärkesikonen Kunskap."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:51
|
|
|
|
|
msgid "The Knowledge app is represented by the bookmark icon."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:54
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Enable Knowledge on a Helpdesk team"
|
|
|
|
|
msgstr "Möjliggöra kunskap i ett Helpdesk-team"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:56
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"To enable the **Knowledge** feature on a *Helpdesk* team, go to "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and "
|
|
|
|
|
"select a team, or create a :doc:`new one <../../helpdesk>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:59
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"When a team has been selected or created, Odoo displays that team's detail "
|
|
|
|
|
"form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När ett team har valts eller skapats visar Odoo teamets detaljformulär."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:61
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"On the team's detail form, scroll down to the :guilabel:`Help Center` "
|
|
|
|
|
"section. Then, click the box next to :guilabel:`Knowledge` to activate the "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"**Knowledge** feature. When clicked, a new field labeled, "
|
|
|
|
|
":guilabel:`Article` appears."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:65
|
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msgid ""
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"Clicking the :guilabel:`Article` field reveals a drop-down menu. At first, "
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"there is only one option in the drop-down menu titled :guilabel:`Help`, "
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"which Odoo provides by default. Select :guilabel:`Help` from the drop-down "
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"menu to choose this article."
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msgstr ""
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"Om du klickar på :guilabel:`Article` visas en rullgardinsmeny. Först finns "
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"det bara ett alternativ i rullgardinsmenyn med titeln :guilabel:`Hjälp`, som"
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" Odoo tillhandahåller som standard. Välj :guilabel:`Help` från "
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"rullgardinsmenyn för att välja den här artikeln."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:70
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2024-09-29 07:43:41 +07:00
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msgid ""
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"To create a new article, go to the :menuselection:`Knowledge app`, then "
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"hover the cursor next to the :guilabel:`Workspace` section heading, located "
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2025-02-02 08:44:15 +07:00
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"in the left sidebar. Moving the cursor there reveals a hidden |plus|."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:74
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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"Click the |plus| to create a new article in the :guilabel:`Workspace`. Click"
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" the :icon:`fa-share-alt` :guilabel:`Share` icon, and slide the "
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":guilabel:`Share to Web` toggle switch until it reads :guilabel:`Article "
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"Published`. It can then be added to a **Helpdesk** team."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:78
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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"Once an article has been created and assigned to a **Helpdesk** team, "
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"content can be added and organized through the **Knowledge** app."
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:82
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2024-09-29 07:43:41 +07:00
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msgid ""
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":doc:`Editing Knowledge articles "
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"<../../../productivity/knowledge/articles_editing>`"
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msgstr ""
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":doc:`Redigering av kunskapsartiklar "
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"<../../../productivity/knowledge/articles_editing>`"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:85
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2024-09-29 07:43:41 +07:00
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msgid "Search articles from a Helpdesk ticket"
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msgstr "Sök artiklar från ett Helpdesk-ärende"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:87
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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"When members of a **Helpdesk** team are trying to solve a ticket, they can "
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"search through the content in the **Knowledge** app for more information on "
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2024-09-29 07:43:41 +07:00
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"the issue."
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:90
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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"To search **Knowledge** articles, open a ticket — either from the "
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"**Helpdesk** app dashboard, or by going to :menuselection:`Helpdesk app --> "
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"Tickets --> All Tickets`, then select a ticket from the list."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:94
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2024-09-29 07:43:41 +07:00
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msgid "When a ticket is selected, Odoo reveals that ticket's detail form."
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msgstr "När ett ärende väljs visar Odoo detaljformuläret för ärendet."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:96
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2024-09-29 07:43:41 +07:00
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msgid ""
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"Click the :guilabel:`Knowledge (bookmark)` icon, located at the top-right of"
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" the page, to open a pop-up search window."
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msgstr ""
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"Klicka på :guilabel:`Knowledge (bookmark)`-ikonen längst upp till höger på "
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"sidan för att öppna ett popup-sökfönster."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
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msgid "View of knowledge search window from a helpdesk ticket."
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msgstr "Vy över fönstret för kunskapssökning från ett helpdeskärende."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:103
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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"**Knowledge** articles can also be searched by pressing :command:`Ctrl + K` "
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"to open the command palette, then typing :kbd:`?`, followed by the name of "
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"the desired article."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:106
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2024-09-29 07:43:41 +07:00
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msgid ""
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"When Odoo reveals the desired article, click it, or highlight the "
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":guilabel:`Article` title, and press :command:`Enter`. This will open the "
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"article in the :guilabel:`Knowledge` application."
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msgstr ""
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"När Odoo visar den önskade artikeln klickar du på den, eller markerar "
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":guilabel:`Article`-titeln och trycker på :command:`Enter`. Detta öppnar "
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"artikeln i applikationen :guilabel:`Knowledge`."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:109
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2024-09-29 07:43:41 +07:00
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msgid "To open the article in a new tab, press :command:`Ctrl + Enter`."
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msgstr ""
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"För att öppna artikeln i en ny flik, tryck på :command:`Ctrl + Enter`."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:112
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2024-09-29 07:43:41 +07:00
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msgid ""
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"If a more in-depth search is required, press :command:`Alt + B`. That "
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"reveals a separate page, in which a more detailed search can occur."
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msgstr ""
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"Om du vill göra en mer djupgående sökning, tryck på :command:`Alt + B`. Då "
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"visas en separat sida, där en mer detaljerad sökning kan göras."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:116
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2024-09-29 07:43:41 +07:00
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msgid "Share an article to the Help Center"
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msgstr "Dela en artikel till hjälpcentret"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:118
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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"To make a **Knowledge** article available to customers and website visitors,"
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" it **must** be published."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:122
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2024-09-29 07:43:41 +07:00
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msgid ""
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"Even though the *Help* article has been enabled on a team, Odoo does **not**"
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" share all the nested articles to the web. Individual articles intended for "
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"customers **must** be published for them to be viewable on the website."
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msgstr ""
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"Även om artikeln *Hjälp* har aktiverats i ett team, delar Odoo **inte** alla"
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" nästlade artiklar till webben. Enskilda artiklar som är avsedda för kunder "
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"**måste** publiceras för att de ska kunna visas på webbplatsen."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:126
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2024-09-29 07:43:41 +07:00
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msgid ""
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"To publish an article, navigate to the desired article, by following the "
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2025-02-02 08:44:15 +07:00
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"above steps, and click the :icon:`fa-share-alt` :guilabel:`Share` icon. This"
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" reveals a menu. Slide the toggle button labeled :guilabel:`Share to Web` to"
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" read :guilabel:`Article Published`."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
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msgid "View of a knowledge article focused on sharing and publishing options."
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msgstr ""
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"Vy över en kunskapsartikel med fokus på alternativ för delning och "
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"publicering."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:134
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2024-09-29 07:43:41 +07:00
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msgid "Solve tickets with a clipboard box"
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msgstr "Lös biljetter med en urklippslåda"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:136
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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"*Clipboard* boxes can be added to **Knowledge** articles to allow content to"
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" be reused, copied, sent as messages, or added to the description on a "
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2024-09-29 07:43:41 +07:00
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"ticket. This allows teams to maintain consistency when answering customer "
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"tickets, and minimize the amount of time spent on responding to repeat "
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"questions."
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:141
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2024-09-29 07:43:41 +07:00
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msgid "Add clipboard boxes to articles"
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msgstr "Lägg till urklippslådor i artiklar"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:143
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2024-09-29 07:43:41 +07:00
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msgid ""
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"To create a clipboard box, go to :menuselection:`Knowledge app --> Help`. "
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"Click on an existing nested article or create a new one by clicking the "
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2025-02-02 08:44:15 +07:00
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"|plus| next to *Help*."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:146
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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"Type :kbd:`/` to open the *powerbox*, and view a drop-down list of "
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":doc:`commands <../../../productivity/knowledge/articles_editing>`. Select "
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"or type :kbd:`clipboard`. A gray block is then added to the page. Add any "
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"necessary content to this block."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
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msgid "View of a clipboard in knowledge with focus on send and copy options."
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msgstr ""
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"Vy över ett urklipp i kunskap med fokus på alternativ för att skicka och "
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"kopiera."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:154
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2024-09-29 07:43:41 +07:00
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msgid ""
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"Clipboard boxes only display the :guilabel:`Use as description` or "
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":guilabel:`Send as Message` options if they are accessed directly from the "
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2025-02-02 08:44:15 +07:00
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"**Helpdesk**."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:158
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2024-09-29 07:43:41 +07:00
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msgid "Use clipboard boxes in tickets"
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msgstr "Använd urklippsboxar i biljetter"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:160
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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"Clipboard boxes can be used to respond directly to a **Helpdesk** ticket as "
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"a message, or to add information to the ticket's description."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:163
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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"To use clipboard boxes in a **Helpdesk** ticket, first, open a ticket, "
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"either from the :guilabel:`Helpdesk` dashboard or by going to "
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2024-09-29 07:43:41 +07:00
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":menuselection:`Helpdesk app --> Tickets --> All Tickets` and selecting a "
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"ticket from the list."
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:167
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2024-09-29 07:43:41 +07:00
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msgid ""
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"Click on the :guilabel:`Knowledge (bookmark)` icon in the top-right corner. "
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"This opens a search window. In this search window, select, or search, for "
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"the desired article. Doing so reveals that article page in the Odoo "
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2025-02-02 08:44:15 +07:00
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"**Knowledge** application."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:171
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2024-09-29 07:43:41 +07:00
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msgid ""
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"To use a clipboard box to respond to a ticket, click :guilabel:`Send as "
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"message` in the upper-right corner of the clipboard box, located in the body"
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" of the article."
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msgstr ""
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"Om du vill använda en urklippslåda för att svara på ett ärende klickar du på"
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" :guilabel:`Sänd som meddelande` i det övre högra hörnet av urklippslådan, "
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"som finns i artikelns brödtext."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:174
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2024-09-29 07:43:41 +07:00
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msgid ""
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"Doing so opens a :guilabel:`Compose Email` pop-up window. In this window, "
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"select the recipients, make any necessary additions or edits to the "
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"clipboard content, then click :guilabel:`Send`."
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msgstr ""
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"Om du gör det öppnas popup-fönstret :guilabel:`Compose Email`. I det här "
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"fönstret väljer du mottagare, gör eventuella tillägg eller ändringar i "
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"urklippets innehåll och klickar sedan på :guilabel:`Send`."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:178
|
2024-09-29 07:43:41 +07:00
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msgid ""
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"To use a clipboard box to add information to a ticket's description, click "
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":guilabel:`Use as description` in the upper-right corner of the clipboard "
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"box, located in the body of the article. Doing so does **not** replace the "
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"existing text in a ticket's description. The content from the clipboard box "
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"is added as additional text."
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msgstr ""
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"Om du vill använda en urklippsruta för att lägga till information i ett "
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"ärendes beskrivning klickar du på :guilabel:`Use as description` i det övre "
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"högra hörnet av urklippsrutan, som finns i artikelns brödtext. Detta "
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"ersätter **inte** den befintliga texten i beskrivningen av ärendet. "
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"Innehållet från urklippsrutan läggs till som ytterligare text."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:186
|
2024-09-29 07:43:41 +07:00
|
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msgid "Community Forum"
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msgstr "Forum för gemenskapen"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:188
|
2024-09-29 07:43:41 +07:00
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msgid ""
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"A *Community Forum* provides a space for customers to answer each other's "
|
2025-02-02 08:44:15 +07:00
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"questions and share information. By integrating a forum with a **Helpdesk** "
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2024-09-29 07:43:41 +07:00
|
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"team, tickets submitted by customers can be converted to posts and shared."
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:193
|
2024-09-29 07:43:41 +07:00
|
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msgid "Enable forums on a Helpdesk team"
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msgstr "Möjliggöra forum i ett Helpdesk-team"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:195
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
|
2025-02-02 08:44:15 +07:00
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|
"To enable :guilabel:`Community Forums` on a **Helpdesk** team, start by "
|
2024-09-29 07:43:41 +07:00
|
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|
"navigating to :menuselection:`Helpdesk app --> Configuration --> Helpdesk "
|
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"Teams` and select a team, or create a :doc:`new one <../../helpdesk>`."
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msgstr ""
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2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:199
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
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|
"Selecting or creating a team reveals that team's detail form. Scroll down to"
|
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|
" the :guilabel:`Help Center` section of features, and enable "
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":guilabel:`Community Forum`, by checking the box beside it."
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msgstr ""
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"Om du väljer eller skapar ett team visas teamets detaljformulär. Scrolla ner"
|
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" till :guilabel:`Hjälpcenter` och aktivera :guilabel:`Community Forum` genom"
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" att markera rutan bredvid den."
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|
2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:202
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
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"When activated, a new field labeled :guilabel:`Forums` appears beneath."
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msgstr ""
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"När det aktiveras visas ett nytt fält märkt :guilabel:`Forums` nedanför."
|
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|
2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:204
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
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|
"Click the empty :guilabel:`Forums` field to reveal a drop-down menu. By "
|
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|
"default, there is only one option to begin with, labeled :guilabel:`Help`. "
|
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|
"That is the option Odoo automatically created when the :guilabel:`Community "
|
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|
"Forums` feature was enabled. Select :guilabel:`Help` from the drop-down menu"
|
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|
" to enable that forum."
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msgstr ""
|
|
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|
"Klicka på det tomma fältet :guilabel:`Forums` för att visa en "
|
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|
|
"rullgardinsmeny. Som standard finns det bara ett alternativ till att börja "
|
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|
"med, märkt :guilabel:`Hjälp`. Det är det alternativ som Odoo automatiskt "
|
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|
"skapade när funktionen :guilabel:`Community Forums` aktiverades. Välj "
|
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|
|
":guilabel:`Hjälp` från rullgardinsmenyn för att aktivera det forumet."
|
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|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:209
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new forum, type a name into the blank :guilabel:`Forums` field, "
|
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|
"then click the :guilabel:`Create and Edit` option. Multiple forums can be "
|
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|
|
"selected in this field."
|
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|
msgstr ""
|
|
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|
|
"För att skapa ett nytt forum, skriv ett namn i det tomma "
|
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|
|
":guilabel:`Forums`-fältet och klicka sedan på :guilabel:`Create and "
|
|
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|
|
"Edit`-alternativet. Flera forum kan väljas i det här fältet."
|
|
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|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:213
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ":doc:`Forum documentation <../../../websites/forum>`"
|
|
|
|
|
msgstr ":doc:`Forumdokumentation <../../../webbplatser/forum>`"
|
|
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|
2025-02-02 08:44:15 +07:00
|
|
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|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:216
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Create a forum post from a Helpdesk ticket"
|
|
|
|
|
msgstr "Skapa ett foruminlägg från ett Helpdesk-ärende"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:218
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"When a **Helpdesk** team has a *Forum* enabled, tickets submitted to that "
|
|
|
|
|
"team can be converted to forum posts."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:221
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To do that, select a ticket, either from a team's pipeline or from "
|
|
|
|
|
":menuselection:`Tickets --> All Tickets` in the :guilabel:`Helpdesk` "
|
|
|
|
|
"application."
|
|
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|
|
msgstr ""
|
|
|
|
|
"Välj ett ärende, antingen från ett teams pipeline eller från "
|
|
|
|
|
":menuselection:`Tickets --> All Tickets` i applikationen "
|
|
|
|
|
":guilabel:`Helpdesk`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:224
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"At the top of the ticket detail form, click the :guilabel:`Share on Forum` "
|
|
|
|
|
"button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på knappen :guilabel:`Share on Forum` högst upp i "
|
|
|
|
|
"biljettdetaljformuläret."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"Overview of the Forums page of a website to show the available ones in Odoo "
|
|
|
|
|
"Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Översikt över forumsidan på en webbplats för att visa de tillgängliga i Odoo"
|
|
|
|
|
" Helpdesk."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:229
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"When clicked, a pop-up window appears. Here, the :guilabel:`Forum` post and "
|
|
|
|
|
":guilabel:`Title` can be edited to correct any typos, or modified to remove "
|
|
|
|
|
"any proprietary or client information."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När du klickar på den visas ett popup-fönster. Här kan :guilabel:`Forum` "
|
|
|
|
|
"inlägget och :guilabel:`Title` redigeras för att korrigera eventuella "
|
|
|
|
|
"stavfel, eller ändras för att ta bort eventuell äganderättsskyddad "
|
|
|
|
|
"information eller kundinformation."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:232
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Tags` can also be added to help organize the post in the forum, "
|
|
|
|
|
"making it easier for users to locate during a search. When all adjustments "
|
|
|
|
|
"have been made, click :guilabel:`Create and View Post`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Tags` kan också läggas till för att organisera inlägget i "
|
|
|
|
|
"forumet, vilket gör det lättare för användare att hitta under en sökning. "
|
|
|
|
|
"När alla justeringar har gjorts, klicka på :guilabel:`Create and View Post`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:237
|
|
|
|
|
msgid "Create a Helpdesk ticket from a forum post"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:239
|
|
|
|
|
msgid ""
|
|
|
|
|
"Forum posts submitted by portal users can be converted to **Helpdesk** "
|
|
|
|
|
"tickets."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:241
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a ticket, navigate to a forum post, and click the :icon:`fa-"
|
|
|
|
|
"ellipsis-h` :guilabel:`(ellipsis)` icon. Then, click :guilabel:`Create "
|
|
|
|
|
"Ticket`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid "A forum post with the create ticket option visible."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:247
|
|
|
|
|
msgid ""
|
|
|
|
|
"This opens a :guilabel:`Create Ticket` pop-up. Make any necessary edits to "
|
|
|
|
|
"the :guilabel:`Create Ticket` field. Then, confirm the :guilabel:`Helpdesk "
|
|
|
|
|
"Team` the ticket should be assigned to."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:250
|
|
|
|
|
msgid "Click :guilabel:`Create & View Ticket` or :guilabel:`Create Ticket`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:253
|
|
|
|
|
msgid "The original forum post is linked in the chatter on the new ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:256
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "eLearning"
|
|
|
|
|
msgstr "eLärande"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:258
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"Odoo **eLearning** courses offer customers additional training and content "
|
|
|
|
|
"in the form of videos, presentations, and certifications/quizzes. Providing "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"additional training enables customers to work through issues and find "
|
|
|
|
|
"solutions on their own. They can also develop a deeper understanding of the "
|
|
|
|
|
"services and products they are using."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:264
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Enable eLearning courses on a Helpdesk team"
|
|
|
|
|
msgstr "Aktivera eLearning-kurser i ett Helpdesk-team"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:266
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"To enable **eLearning** courses on a **Helpdesk** team, go to "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and "
|
|
|
|
|
"select a team, or create a :doc:`new one <../../helpdesk>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:269
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"On the team's settings page, scroll to the :guilabel:`Help Center` section, "
|
|
|
|
|
"and check the box next to :guilabel:`eLearning`. A new field appears below, "
|
|
|
|
|
"labeled :guilabel:`Courses`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"På teamets inställningssida bläddrar du till avsnittet :guilabel:`Help "
|
|
|
|
|
"Center` och markerar rutan bredvid :guilabel:`eLearning`. Ett nytt fält "
|
|
|
|
|
"visas nedan, märkt :guilabel:`Kurser`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:272
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Click the empty field next to :guilabel:`Courses` beneath the "
|
|
|
|
|
":guilabel:`eLearning` feature to reveal a drop-down menu. Select an "
|
|
|
|
|
"available course from the drop-down menu, or type a title into the field, "
|
|
|
|
|
"and click :guilabel:`Create and edit` to create a new course from this page."
|
|
|
|
|
" Multiple courses can be assigned to a single team."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på det tomma fältet bredvid :guilabel:`Kurser` under funktionen "
|
|
|
|
|
":guilabel:`eLearning` för att visa en rullgardinsmeny. Välj en tillgänglig "
|
|
|
|
|
"kurs i rullgardinsmenyn eller skriv en titel i fältet och klicka på "
|
|
|
|
|
":guilabel:`Create and edit` för att skapa en ny kurs från den här sidan. "
|
|
|
|
|
"Flera kurser kan tilldelas ett och samma team."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:278
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Create an eLearning course"
|
|
|
|
|
msgstr "Skapa en eLearning-kurs"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:280
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"A new **eLearning** course can be created from the :guilabel:`Helpdesk` "
|
|
|
|
|
"team's settings page, as in the step above, or from the **eLearning** app."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:283
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"To create a course directly through the **eLearning** application, navigate "
|
|
|
|
|
"to :menuselection:`eLearning --> New`. This reveals a blank course template "
|
2024-09-29 07:43:41 +07:00
|
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|
|
"that can be customized and modified as needed."
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msgstr ""
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|
2025-02-02 08:44:15 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:287
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
|
|
|
|
|
"On the course template page, add a :guilabel:`Course Title`, and below that,"
|
|
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|
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" :guilabel:`Tags`."
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msgstr ""
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|
"På sidan för kursmallen lägger du till :guilabel:`Course Title`, och under "
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|
|
"den :guilabel:`Tags`."
|
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|
2025-02-02 08:44:15 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:289
|
2024-09-29 07:43:41 +07:00
|
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|
msgid "Click on the :guilabel:`Options` tab."
|
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msgstr "Klicka på fliken :guilabel:`Options`."
|
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|
2025-02-02 08:44:15 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:291
|
2024-09-29 07:43:41 +07:00
|
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|
msgid ""
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|
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|
"Under :guilabel:`Access Rights`, select which users are able to view and "
|
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|
"enroll in the course."
|
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msgstr ""
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|
"Under :guilabel:`Access Rights` väljer du vilka användare som ska kunna se "
|
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|
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"och anmäla sig till kursen."
|
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|
2025-02-02 08:44:15 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:293
|
2024-09-29 07:43:41 +07:00
|
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|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Show Course To` field defines who can access the courses. The"
|
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|
|
|
" :guilabel:`Enroll Policy` field specifies how they can register for the "
|
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|
"course."
|
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msgstr ""
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|
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|
|
"Fältet :guilabel:`Show Course To` definierar vem som kan komma åt kurserna. "
|
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|
"Fältet :guilabel:`Enroll Policy` anger hur de kan registrera sig för kursen."
|
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|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:296
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Under :guilabel:`Display`, choose the preferred course :guilabel:`Type`."
|
|
|
|
|
msgstr "Under :guilabel:`Display` väljer du önskad kurs :guilabel:`Type`."
|
|
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|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:299
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Add content to an eLearning course"
|
|
|
|
|
msgstr "Lägga till innehåll i en eLearning-kurs"
|
|
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|
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|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:301
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To add content to a course, click the :guilabel:`Content` tab and select "
|
|
|
|
|
":guilabel:`Add Content`. Choose the :guilabel:`Content Type` from the drop-"
|
|
|
|
|
"down menu and upload the file, or paste the link, where instructed. Click "
|
|
|
|
|
":guilabel:`Save` when finished. Click :guilabel:`Add Section` to organize "
|
|
|
|
|
"the course in sections."
|
|
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|
msgstr ""
|
|
|
|
|
"För att lägga till innehåll i en kurs klickar du på fliken "
|
|
|
|
|
":guilabel:`Innehåll` och väljer :guilabel:`Lägg till innehåll`. Välj "
|
|
|
|
|
":guilabel:`Innehållstyp` i rullgardinsmenyn och ladda upp filen, eller "
|
|
|
|
|
"klistra in länken, där instruktionerna finns. Klicka på :guilabel:`Spara` "
|
|
|
|
|
"när du är klar. Klicka på :guilabel:`Lägg till avsnitt` för att organisera "
|
|
|
|
|
"kursen i avsnitt."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid "View of a course being published for Odoo Helpdesk."
|
|
|
|
|
msgstr "Vy över en kurs som publiceras för Odoo Helpdesk."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:310
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"In order to add a certification to a course, go to :menuselection:`eLearning"
|
|
|
|
|
" --> Configuration --> Settings`, check the box labeled "
|
|
|
|
|
":guilabel:`Certifications`, and :guilabel:`Save` to activate the setting."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att lägga till en certifiering i en kurs, gå till "
|
|
|
|
|
":menuselection:`eLearning --> Configuration --> Settings`, markera rutan "
|
|
|
|
|
":guilabel:`Certifications`, och :guilabel:`Save` för att aktivera "
|
|
|
|
|
"inställningen."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:315
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"`Odoo Tutorials: eLearning <https://www.odoo.com/slides/elearning-56>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"`Odoo Tutorials: eLearning <https://www.odoo.com/slides/elearning-56>`_"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:318
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Publish an eLearning course"
|
|
|
|
|
msgstr "Publicera en eLearning-kurs"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:320
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To allow customers to enroll in a course, both the course and the contents "
|
|
|
|
|
"**must** be published."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att kunder ska kunna anmäla sig till en kurs **måste** både kursen och "
|
|
|
|
|
"innehållet publiceras."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:323
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"If the course is published, but the contents of the course are **not** "
|
|
|
|
|
"published, customers can enroll in the course on the website, but they are "
|
|
|
|
|
"**not** able to view any of the course content. Knowing this, it may be "
|
|
|
|
|
"beneficial to publish the course first, if the course contents are intended "
|
|
|
|
|
"to be released over time, such as classes with a weekly schedule."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om kursen är publicerad, men innehållet i kursen **inte** är publicerat, kan"
|
|
|
|
|
" kunderna anmäla sig till kursen på webbplatsen, men de kan **inte** se "
|
|
|
|
|
"något av kursinnehållet. Med tanke på detta kan det vara bra att publicera "
|
|
|
|
|
"kursen först, om kursinnehållet är avsett att släppas över tid, till exempel"
|
|
|
|
|
" klasser med ett veckoschema."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:328
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To make the entire course available at once, each piece of course content "
|
|
|
|
|
"must be published first, then the course can be published."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att göra hela kursen tillgänglig på en gång måste varje del av "
|
|
|
|
|
"kursinnehållet publiceras först, sedan kan kursen publiceras."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:331
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"To publish a course, choose a course from the **eLearning** dashboard. On "
|
|
|
|
|
"the course template page, click the :guilabel:`Go to Website` smart button."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:334
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"This will reveal the front end of the course's web page. At the top of the "
|
|
|
|
|
"course web page, move the :guilabel:`Unpublished` toggle switch to "
|
|
|
|
|
":guilabel:`Published`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Detta kommer att visa framsidan av kursens webbsida. Längst upp på kursens "
|
|
|
|
|
"webbsida flyttar du :guilabel:`Unpublished` till :guilabel:`Published`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:338
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Publish eLearning course contents from the back-end"
|
|
|
|
|
msgstr "Publicera innehåll i eLearning-kurser från back-end"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:340
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"To publish **eLearning** course content from the back-end, choose a course "
|
|
|
|
|
"from the **eLearning** dashboard. On the course template page, click the "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
":guilabel:`Published Contents` smart button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:343
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Doing so reveals a separate page displaying all the published content "
|
|
|
|
|
"related to that course. Remove the default :guilabel:`Published` filter from"
|
|
|
|
|
" the search bar in the upper-right corner, to reveal all the content related"
|
|
|
|
|
" to the course - even the non-published content."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om du gör det visas en separat sida med allt publicerat innehåll som är "
|
|
|
|
|
"relaterat till den kursen. Ta bort standardfiltret :guilabel:`Published` "
|
|
|
|
|
"från sökfältet i det övre högra hörnet för att visa allt innehåll som är "
|
|
|
|
|
"relaterat till kursen - även det icke-publicerade innehållet."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:347
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"Click the :icon:`oi-view-list` :guilabel:`(list)` icon to switch to list "
|
|
|
|
|
"view."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:349
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"While in list view, there is a checkbox on the far-left of the screen, above"
|
|
|
|
|
" the listed courses, to the left of the :guilabel:`Title` column title. When"
|
|
|
|
|
" that checkbox is clicked, all the course contents are selected at once."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"I listvyn finns en kryssruta längst till vänster på skärmen, ovanför de "
|
|
|
|
|
"listade kurserna, till vänster om kolumntiteln :guilabel:`Title`. När du "
|
|
|
|
|
"klickar på den kryssrutan väljs allt kursinnehåll på en gång."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst:353
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"With all the course content selected, click any of the boxes in the "
|
|
|
|
|
":guilabel:`Is Published` column. This reveals a pop-up window, asking for "
|
|
|
|
|
"confirmation that all selected records are intended to be published. Click "
|
|
|
|
|
":guilabel:`Confirm` to automatically publish all course content."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Med allt kursinnehåll markerat klickar du på någon av rutorna i kolumnen "
|
|
|
|
|
":guilabel:`Is Published`. Då visas ett popup-fönster där du ombeds bekräfta "
|
|
|
|
|
"att alla markerade poster ska publiceras. Klicka på :guilabel:`Bekräfta` för"
|
|
|
|
|
" att automatiskt publicera allt kursinnehåll."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
|
|
|
|
|
msgid "View of a course contents being published in Odoo Helpdesk back-end."
|
|
|
|
|
msgstr "Vy över ett kursinnehåll som publiceras i Odoo Helpdesk back-end."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:3
|
|
|
|
|
msgid "Customer ratings"
|
|
|
|
|
msgstr "Kundbetyg"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Asking customers to rate the support they received from a *Helpdesk* team "
|
|
|
|
|
"provides an opportunity to gauge team performance and track customer "
|
|
|
|
|
"satisfaction. Ratings can be published on the portal, providing customers "
|
|
|
|
|
"with a general overview of the team's performance."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Genom att be kunderna att betygsätta den support de fått från ett "
|
|
|
|
|
"*Helpdesk*-team får du möjlighet att mäta teamets prestanda och följa upp "
|
|
|
|
|
"kundnöjdheten. Betygen kan publiceras på portalen så att kunderna får en "
|
|
|
|
|
"allmän överblick över teamets prestationer."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:12
|
|
|
|
|
msgid "Enable customer ratings on Helpdesk teams"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Aktivera kundbetyg för Helpdesk-team"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:14
|
|
|
|
|
msgid ""
|
|
|
|
|
"To enable *customer ratings* on a helpdesk team, navigate to "
|
|
|
|
|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Select a"
|
|
|
|
|
" team from the list and click on it to open the settings page. Scroll to the"
|
|
|
|
|
" :guilabel:`Performance` section, and tick the :guilabel:`Customer Ratings` "
|
|
|
|
|
"checkbox."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att aktivera *kundernas betyg* på ett helpdesk-team, navigera till "
|
|
|
|
|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Välj ett"
|
|
|
|
|
" team i listan och klicka på det för att öppna inställningssidan. Bläddra "
|
|
|
|
|
"till avsnittet :guilabel:`Performance` och markera kryssrutan "
|
|
|
|
|
":guilabel:`Customer Ratings`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"Overview of the settings page of a helpdesk team emphasizing the rating on ticket feature\n"
|
|
|
|
|
"in Odoo Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Översikt över inställningssidan för ett helpdesk-team med betoning på funktionen för betygsättning av ärenden\n"
|
|
|
|
|
"i Odoo Helpdesk."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:25
|
|
|
|
|
msgid "Set a ratings request email template on a stage"
|
|
|
|
|
msgstr "Ange en e-postmall för begäran om betyg på en scen"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"To automatically request ratings from customers once their tickets have "
|
|
|
|
|
"closed, an email template should be added to the appropriate stage."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att automatiskt begära betyg från kunder när deras ärenden har stängts, "
|
|
|
|
|
"bör en e-postmall läggas till i lämpligt skede."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:30
|
|
|
|
|
msgid ""
|
|
|
|
|
"After the :guilabel:`Customer Ratings` :ref:`setting has been enabled "
|
|
|
|
|
"<helpdesk/enable-ratings>` on the team's settings page, click the "
|
|
|
|
|
":guilabel:`Set an Email Template on Stages` link. Select a stage from the "
|
|
|
|
|
"list, or click :guilabel:`New` to create a new stage."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"När inställningen :guilabel:`Customer Ratings` :ref:` har aktiverats "
|
|
|
|
|
"<helpdesk/enable-ratings>` på teamets inställningssida klickar du på länken "
|
|
|
|
|
":guilabel:`Set an Email Template on Stages`. Välj en etapp i listan eller "
|
|
|
|
|
"klicka på :guilabel:`New` för att skapa en ny etapp."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:35
|
|
|
|
|
msgid ""
|
|
|
|
|
"Customers should only be asked to rate tickets once an issue has been "
|
|
|
|
|
"resolved and their ticket is *closed*. Therefore, a *ratings request* email "
|
|
|
|
|
"should **only** be added to a stage that is folded in the Kanban, as tickets"
|
|
|
|
|
" in a *folded stage* are considered closed."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Kunder bör endast uppmanas att betygsätta ärenden när ett problem har lösts "
|
|
|
|
|
"och deras ärende är *stängt*. Därför bör ett e-postmeddelande med en "
|
|
|
|
|
"*begäran om betygsättning* **endast** läggas till i ett steg som är vikt i "
|
|
|
|
|
"Kanban, eftersom ärenden i ett *vikt steg* anses vara stängda."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:39
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the stage's settings page, select the template, `Helpdesk: Ticket Rating "
|
|
|
|
|
"Request` in the :guilabel:`Email Template` field. This template has been "
|
|
|
|
|
"preconfigured with ratings customers can use to provide feedback. To view "
|
|
|
|
|
"the template, click the arrow button to the right of the field."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"På scenens inställningssida, välj mallen `Helpdesk: Ticket Rating Request` i"
|
|
|
|
|
" :guilabel:`Email Template`-fältet. Den här mallen har förkonfigurerats med "
|
|
|
|
|
"betyg som kunder kan använda för att ge feedback. För att se mallen, klicka "
|
|
|
|
|
"på pilknappen till höger om fältet."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:43
|
|
|
|
|
msgid ""
|
|
|
|
|
"After the template is added to the stage, it automatically sends a message "
|
|
|
|
|
"when a ticket is moved to that stage. Customers are then asked to rate the "
|
|
|
|
|
"support they received with colored icons."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"När mallen har lagts till i steget skickas automatiskt ett meddelande när "
|
|
|
|
|
"ett ärende flyttas till det steget. Kunderna ombeds sedan att betygsätta det"
|
|
|
|
|
" stöd de fått med hjälp av färgade ikoner."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:46
|
|
|
|
|
msgid "*Green smiling face* - Satisfied"
|
|
|
|
|
msgstr "*Grönt leende ansikte* - Nöjd"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:47
|
|
|
|
|
msgid "*Yellow neutral face* - Okay"
|
|
|
|
|
msgstr "*Gult neutralt ansikte* - Okej"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:48
|
|
|
|
|
msgid "*Red frowning face* - Dissatisfied"
|
|
|
|
|
msgstr "*Röd rynka pannan* - Missnöjd"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:50
|
|
|
|
|
msgid ""
|
|
|
|
|
"After selecting a rating, customers are taken to a webpage where they can "
|
|
|
|
|
"provide specific written feedback to support their rating. The rating is "
|
|
|
|
|
"then submitted, and the rating, as well as any additional comments, are "
|
|
|
|
|
"added to the chatter on the ticket."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Efter att ha valt ett betyg förs kunderna till en webbsida där de kan ge "
|
|
|
|
|
"specifik skriftlig feedback för att stödja deras betyg. Betyget skickas "
|
|
|
|
|
"sedan in, och betyget, samt eventuella ytterligare kommentarer, läggs till "
|
|
|
|
|
"pratstunden på biljetten."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:55
|
|
|
|
|
msgid ""
|
|
|
|
|
"Customer ratings can also be viewed through the :guilabel:`Customer Ratings`"
|
|
|
|
|
" report. To view this report, go to :menuselection:`Helpdesk app --> "
|
|
|
|
|
"Reporting --> Customer Ratings`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Kundbetyg kan också visas genom rapporten :guilabel:`Customer Ratings`. För "
|
|
|
|
|
"att visa denna rapport, gå till :menuselection:`Helpdesk app --> "
|
|
|
|
|
"Rapportering --> Kundbetyg`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:59
|
|
|
|
|
msgid ":doc:`../../../general/companies/email_template`"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":doc:`../../../generellt/företag/email_template`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:62
|
|
|
|
|
msgid "Publish ratings on the customer portal"
|
|
|
|
|
msgstr "Publicera betyg på kundportalen"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:64
|
|
|
|
|
msgid ""
|
|
|
|
|
"After enabling the :guilabel:`Customer Ratings` setting, an option to "
|
|
|
|
|
"publish ratings on the team's website appears. Enabling this setting "
|
|
|
|
|
"provides portal users with an overview of the ratings the team has received "
|
|
|
|
|
"over the last thirty days. Specific written feedback will not be included; "
|
|
|
|
|
"only statistics of the team's performance will be visible."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När du har aktiverat inställningen :guilabel:`Kundbetyg` visas ett "
|
|
|
|
|
"alternativ för att publicera betyg på teamets webbplats. Om du aktiverar den"
|
|
|
|
|
" här inställningen får portalanvändare en översikt över de betyg som teamet "
|
|
|
|
|
"har fått under de senaste trettio dagarna. Specifik skriftlig feedback "
|
|
|
|
|
"kommer inte att inkluderas; endast statistik över teamets prestationer "
|
|
|
|
|
"kommer att synas."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:70
|
|
|
|
|
msgid ""
|
|
|
|
|
"To display ratings on the customer portal, a team **must** have their "
|
|
|
|
|
"visibility setting set to :guilabel:`Invited portal users and all internal "
|
|
|
|
|
"users (public)`. To enable this setting, navigate to "
|
|
|
|
|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Select a"
|
|
|
|
|
" team from the list and click on it to open the settings page. Scroll to the"
|
|
|
|
|
" :guilabel:`Visibility & Assignment` section, and tick the "
|
|
|
|
|
":guilabel:`Invited portal users and all internal users (public)` checkbox."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att visa betyg på kundportalen måste ett team **ha** sin "
|
|
|
|
|
"synlighetsinställning inställd på :guilabel:`Inbjudna portalanvändare och "
|
|
|
|
|
"alla interna användare (offentliga)`. För att aktivera den här inställningen"
|
|
|
|
|
" navigerar du till :menuselection:`Helpdesk app --> Configuration --> "
|
|
|
|
|
"Helpdesk Teams`. Välj ett team i listan och klicka på det för att öppna "
|
|
|
|
|
"inställningssidan. Bläddra till avsnittet :guilabel:`Visibility & "
|
|
|
|
|
"Assignment` och markera kryssrutan :guilabel:`Inviterade portalanvändare och"
|
|
|
|
|
" alla interna användare (offentliga)`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:77
|
|
|
|
|
msgid ""
|
|
|
|
|
"Next, to publish the ratings, go to :menuselection:`Helpdesk app--> "
|
|
|
|
|
"Configuration --> Helpdesk Teams` and select a team. Scroll to "
|
|
|
|
|
":guilabel:`Performance` and tick the checkbox for :guilabel:`Publish this "
|
|
|
|
|
"team's ratings on your website`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att publicera betygen går du sedan till :menuselection:`Helpdesk app--> "
|
|
|
|
|
"Configuration --> Helpdesk Teams` och väljer ett team. Bläddra till "
|
|
|
|
|
":guilabel:`Performance` och markera kryssrutan för :guilabel:`Publish this "
|
|
|
|
|
"team's ratings on your website`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:81
|
|
|
|
|
msgid ""
|
|
|
|
|
"To view the ratings for a team, a customer will log into the portal and "
|
|
|
|
|
"navigate to one of their tickets. After clicking on the team name in the "
|
|
|
|
|
":guilabel:`Managed By` field, they will be directed to a page with the "
|
|
|
|
|
"team's ratings over the past thirty days."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att se betygen för ett lag loggar en kund in på portalen och navigerar "
|
|
|
|
|
"till en av sina biljetter. Efter att ha klickat på teamets namn i "
|
|
|
|
|
":guilabel:`Managed By` fältet, kommer de att dirigeras till en sida med "
|
|
|
|
|
"teamets betyg under de senaste trettio dagarna."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
|
|
|
|
|
msgid "View of the ratings performance overview from the customer portal."
|
|
|
|
|
msgstr "Vy över översikten över ratingprestanda från kundportalen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:90
|
|
|
|
|
msgid ":doc:`Portal access <../../../general/users/portal>`"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":doc:`Portalåtkomst <../../../general/users/portal>`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:93
|
|
|
|
|
msgid "Manually hide individual ratings"
|
|
|
|
|
msgstr "Manuellt dölja enskilda betyg"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:95
|
|
|
|
|
msgid ""
|
|
|
|
|
"Individual ratings can be manually hidden from the portal. This allows for "
|
|
|
|
|
"specific ratings to be kept out of the performance metrics shared with "
|
|
|
|
|
"customers."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Enskilda betyg kan döljas manuellt från portalen. Detta gör det möjligt att "
|
|
|
|
|
"hålla specifika betyg borta från de prestationsmått som delas med kunderna."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:98
|
|
|
|
|
msgid ""
|
|
|
|
|
"To make a rating visible only to internal users, navigate to the page for a "
|
|
|
|
|
"rating. This can be done in one of the following ways:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att göra ett betyg synligt endast för interna användare, navigera till "
|
|
|
|
|
"sidan för ett betyg. Detta kan göras på något av följande sätt:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:101
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to :menuselection:`Helpdesk app --> Reporting --> Customer Ratings` and "
|
|
|
|
|
"click on one of the Kanban cards for an individual rating."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Gå till :menuselection:`Helpdesk app --> Rapportering --> Kundbetyg` och "
|
|
|
|
|
"klicka på ett av Kanban-korten för ett enskilt betyg."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:103
|
|
|
|
|
msgid ""
|
|
|
|
|
"Navigate to :menuselection:`Helpdesk app--> Tickets --> All Tickets` and "
|
|
|
|
|
"remove the :guilabel:`Open` filter from the search bar. Then filter by "
|
|
|
|
|
":guilabel:`Satisfied`, :guilabel:`Okay` and/or :guilabel:`Dissatisfied`. "
|
|
|
|
|
"Select a ticket from the results. Click the :guilabel:`Rating` smart button."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Navigera till :menuselection:`Helpdesk app--> Tickets --> All Tickets` och "
|
|
|
|
|
"ta bort filtret :guilabel:`Open` från sökfältet. Filtrera sedan efter "
|
|
|
|
|
":guilabel:`Satisfied`, :guilabel:`Okay` och/eller :guilabel:`Dissatisfied`. "
|
|
|
|
|
"Välj ett ärende från resultaten. Klicka på den smarta knappen "
|
|
|
|
|
":guilabel:`Rating`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:108
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once on the rating details page, check the :guilabel:`Visible Internally "
|
|
|
|
|
"Only` box."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"På sidan med detaljer om betyget markerar du rutan :guilabel:`Visible "
|
|
|
|
|
"Internally Only`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:115
|
|
|
|
|
msgid ":doc:`../advanced/close_tickets`"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":doc:`../advanced/close_tickets`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/ratings.rst:116
|
|
|
|
|
msgid ":doc:`reports`"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":doc:`rapporter`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:3
|
|
|
|
|
msgid "Receiving tickets"
|
|
|
|
|
msgstr "Mottagning av biljetter"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:5
|
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"Odoo's **Helpdesk** app offers multiple channels where customers can reach "
|
|
|
|
|
"out for assistance, such as email, live chat, and through a website's "
|
|
|
|
|
"submission form. The variety of these contact options provides customers "
|
|
|
|
|
"with multiple opportunities to receive support quickly while also allowing "
|
|
|
|
|
"the support team to manage multi-channel support tickets from one central "
|
|
|
|
|
"location."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:11
|
|
|
|
|
msgid "Enable channel options to submit tickets"
|
|
|
|
|
msgstr "Aktivera kanalalternativ för att skicka ärenden"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, "
|
|
|
|
|
"and choose an existing team, or click :guilabel:`New` to :doc:`create a new "
|
|
|
|
|
"team <../../helpdesk>`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Gå till :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, "
|
|
|
|
|
"och välj ett befintligt team, eller klicka på :guilabel:`New` för att "
|
|
|
|
|
":doc:`skapa ett nytt team <../../helpdesk>`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:16
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the team's settings page, scroll down to the :guilabel:`Channels` and "
|
|
|
|
|
":guilabel:`Help Center` sections. Enable one or more channels by checking "
|
|
|
|
|
"the respective boxes."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"På teamets inställningssida, scrolla ner till avsnitten :guilabel:`Kanaler` "
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"och :guilabel:`Hjälpcenter`. Aktivera en eller flera kanaler genom att "
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"markera respektive ruta."
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:19
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msgid ":ref:`Email Alias <helpdesk/receiving_tickets/email-alias>`"
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msgstr ":ref:`Email Alias <helpdesk/receiving_tickets/email-alias>`"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:20
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msgid ":ref:`Live Chat <helpdesk/receiving_tickets/live-chat>`"
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msgstr ":ref:`Live Chat <helpdesk/receiving_tickets/live-chat>`"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:21
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msgid ":ref:`Website Form <helpdesk/receiving_tickets/website-form>`"
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msgstr ":ref:`Webbplatsformulär <helpdesk/receiving_tickets/website-form>`"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:26
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msgid "Email Alias"
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msgstr "Alias för e-post"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:28
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msgid ""
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"The *Email Alias* setting creates tickets from messages sent to that team's "
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"specified email alias."
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msgstr ""
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"Inställningen *E-postalias* skapar ärenden från meddelanden som skickas till"
|
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" teamets angivna e-postalias."
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:31
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msgid ""
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|
"The following steps are for **Odoo Online** and **Odoo.sh** databases. For "
|
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|
|
"**On-premise** databases, external servers are required for email aliases."
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msgstr ""
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"Följande steg gäller för databaserna **Odoo Online** och **Odoo.sh**. För "
|
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|
|
"**On-premise**-databaser krävs externa servrar för e-postalias."
|
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|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:34
|
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|
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msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"When a new **Helpdesk** team is created, an email alias is created for it. "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"This alias can be changed on the team's settings page."
|
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:37
|
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"To change a **Helpdesk** team's email alias, navigate to "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and "
|
|
|
|
|
"click on a team name to open its settings page."
|
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msgstr ""
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|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:40
|
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|
|
msgid ""
|
|
|
|
|
"Then, scroll to :menuselection:`Channels --> Email Alias`. In the "
|
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|
|
":guilabel:`Alias` field, type the desired name for the team's email alias."
|
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msgstr ""
|
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|
"Bläddra sedan till :menuselection:`Kanaler --> E-postalias`. I fältet "
|
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|
|
":guilabel:`Alias` skriver du in önskat namn för teamets e-postalias."
|
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|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of the settings page of a Helpdesk team emphasizing the email alias feature in Odoo\n"
|
|
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|
|
"Helpdesk."
|
|
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msgstr ""
|
|
|
|
|
"Vy över inställningssidan för ett Helpdesk-team som betonar funktionen för e-postalias i Odoo\n"
|
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|
|
"Helpdesk."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:48
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Custom email domains are **not** required in order to use an email alias, "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"however, they can be configured through the **Settings** app."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:51
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"If the database does not have a custom domain already configured, click "
|
|
|
|
|
":guilabel:`Set an Alias Domain` to be redirected to the :guilabel:`Settings`"
|
|
|
|
|
" page. From there, enable :guilabel:`Custom Email Servers`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om databasen inte redan har en anpassad domän konfigurerad klickar du på "
|
|
|
|
|
":guilabel:`Set an Alias Domain` för att omdirigeras till sidan "
|
|
|
|
|
":guilabel:`Settings`. Därifrån aktiverar du :guilabel:`Custom Email "
|
|
|
|
|
"Servers`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:55
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"When an email is received, the subject line becomes the title of a new "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"**Helpdesk** ticket. The body of the email is also added to the ticket, "
|
|
|
|
|
"under the :guilabel:`Description` tab, and in the ticket's chatter."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:62
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Live Chat"
|
|
|
|
|
msgstr "Live chatt"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:64
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"The **Live Chat** feature lets website visitors connect directly with a "
|
|
|
|
|
"support agent or chatbot. **Helpdesk** tickets can be instantly created "
|
|
|
|
|
"during these conversations using the :doc:`response command "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"</applications/websites/livechat/responses>` `/ticket`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:68
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"To enable **Live Chat**, navigate to the :menuselection:`Helpdesk app --> "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"Configuration --> Helpdesk Teams` list view, select a team, and on the "
|
|
|
|
|
"team's settings page, click the checkbox next to :guilabel:`Live Chat`, "
|
|
|
|
|
"under the :guilabel:`Channels` section."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:73
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"If this is the first time :doc:`Live Chat </applications/websites/livechat>`"
|
|
|
|
|
" has been enabled on the database, the page may need to be saved manually "
|
|
|
|
|
"and refreshed before any further steps can be taken."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om detta är första gången :doc:`Live Chat </applications/websites/livechat>`"
|
|
|
|
|
" har aktiverats i databasen, kan sidan behöva sparas manuellt och uppdateras"
|
|
|
|
|
" innan ytterligare åtgärder kan vidtas."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:77
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"After the :guilabel:`Live Chat` setting is enabled on a **Helpdesk** team, a"
|
|
|
|
|
" new **Live Chat** channel is created. Click on :guilabel:`Configure Live "
|
|
|
|
|
"Chat Channel` to update the channel's settings."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:82
|
|
|
|
|
msgid "Live Chat channel configuration"
|
|
|
|
|
msgstr "Konfiguration av kanal för livechatt"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:84
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the channel's settings page, :guilabel:`Channel Name` can be edited, "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"though, Odoo names the channel to match the **Helpdesk** team name, by "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"default."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:88
|
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"If a **Helpdesk** team is named `Customer Care`, a **Live Chat** channel is "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"created called `Customer Care`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
|
|
|
|
msgid "View of the Kanban cards for the available Live Chat channels."
|
|
|
|
|
msgstr "Vy över Kanban-korten för de tillgängliga Live Chat-kanalerna."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:94
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "On the channel form, navigate through the tabs to complete the setup."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"I kanalformuläret navigerar du genom flikarna för att slutföra "
|
|
|
|
|
"inställningen."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:97
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Operators tab"
|
|
|
|
|
msgstr "Fliken Operatörer"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:99
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"*Operators* are the users who act as agents and respond to live chat "
|
|
|
|
|
"requests from customers. The user who created the live chat channel is added"
|
|
|
|
|
" by default."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"*Operatörer* är de användare som fungerar som agenter och svarar på "
|
|
|
|
|
"livechattförfrågningar från kunder. Den användare som skapade "
|
|
|
|
|
"livechattkanalen läggs till som standard."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:102
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To add additional users, click on the :guilabel:`Operators` tab, then click "
|
|
|
|
|
":guilabel:`Add`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att lägga till ytterligare användare klickar du på fliken "
|
|
|
|
|
":guilabel:`Operators` och sedan på :guilabel:`Add`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:104
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Click the checkbox next to the users to be added on the :guilabel:`Add: "
|
|
|
|
|
"Operators` pop-up window that appears, then click :guilabel:`Select`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Markera kryssrutan bredvid de användare som ska läggas till i "
|
|
|
|
|
":guilabel:`Add: Operators` popup-fönster som visas och klicka sedan på "
|
|
|
|
|
":guilabel:`Select`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:107
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Click :guilabel:`New` to create new operators, if needed."
|
|
|
|
|
msgstr "Klicka på :guilabel:`New` för att skapa nya operatörer, om så behövs."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:109
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"When the desired addition is complete, click :guilabel:`Save & Close`, or "
|
|
|
|
|
":guilabel:`Save & New` to add multiple new operators."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När önskat tillägg är klart, klicka på :guilabel:`Spara & Stäng`, eller "
|
|
|
|
|
":guilabel:`Spara & Ny` för att lägga till flera nya operatörer."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:113
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Creating a new user can impact the status of an Odoo subscription, as the "
|
|
|
|
|
"total number of users in a database counts towards the billing rate. Proceed"
|
|
|
|
|
" with caution before creating a new user. If a user already exists, adding "
|
|
|
|
|
"them as an operator will **not** alter the subscription or billing rate for "
|
|
|
|
|
"a database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Att skapa en ny användare kan påverka statusen för en Odoo-prenumeration, "
|
|
|
|
|
"eftersom det totala antalet användare i en databas räknas med i "
|
|
|
|
|
"faktureringsgraden. Var därför försiktig innan du skapar en ny användare. Om"
|
|
|
|
|
" en användare redan finns kommer det **inte** att ändra abonnemanget eller "
|
|
|
|
|
"faktureringsgraden för en databas att lägga till dem som operatör."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:118
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Additionally, current operators can be edited or removed by clicking on "
|
|
|
|
|
"their respective boxes in the :guilabel:`Operators` tab, and then adjusting "
|
|
|
|
|
"their form values on the pop-up form that appears, or by using one of the "
|
|
|
|
|
"buttons located at the bottom of the form, such as :guilabel:`Remove`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Dessutom kan aktuella operatörer redigeras eller tas bort genom att klicka "
|
|
|
|
|
"på deras respektive rutor på fliken :guilabel:`Operators` och sedan justera "
|
|
|
|
|
"deras formulärvärden i det popup-formulär som visas, eller genom att använda"
|
|
|
|
|
" en av knapparna längst ner i formuläret, t.ex. :guilabel:`Remove`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:123
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Users can add themselves as an operator by clicking the :guilabel:`Join "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"Channel` button on a **Live Chat** channel."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a live chat channel Kanban card with the join button emphasized."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy av ett Kanban-kort för en livechattkanal med join-knappen framhävd."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:130
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Options tab"
|
|
|
|
|
msgstr "Fliken Alternativ"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:132
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msgid ""
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"The :guilabel:`Options` tab contains the visual and text settings for the "
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"live chat window."
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msgstr ""
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"Fliken :guilabel:`Options` innehåller visuella inställningar och "
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"textinställningar för livechattfönstret."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
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msgid "View of the options tab of a Live Chat channel's settings."
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msgstr "Vy över fliken Alternativ i inställningarna för en Live Chat-kanal."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:137
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2024-09-29 07:43:41 +07:00
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msgid ""
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":guilabel:`Notification Text`: This field updates the greeting displayed in "
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"the text bubble when the live chat button appears on the website."
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:140
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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":guilabel:`Livechat Button Color`: This field alters the color of the live "
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2024-09-29 07:43:41 +07:00
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"chat button as it appears on the website. To change the color, click on a "
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"color bubble to open the color selection window, then click and drag the "
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"circle along the color gradient. Click out of the selection window once "
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"complete. Click the refresh icon to the right of the color bubbles to reset "
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"the colors to the default selection."
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:146
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:177
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msgid ":guilabel:`Show`: The chat button displays on the selected page."
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msgstr ""
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2024-09-29 07:43:41 +07:00
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:147
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:179
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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":guilabel:`Show with notification`: The chat button is displayed, with the "
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2024-09-29 07:43:41 +07:00
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"addition of the :guilabel:`Notification text` from the :guilabel:`Options` "
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"tab."
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:149
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:182
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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":guilabel:`Open automatically`: The chat button is displayed, and "
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2024-09-29 07:43:41 +07:00
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"automatically opens the chat window after a designated amount of time. The "
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"amount of time is designated in the :guilabel:`Open automatically timer` "
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"field, which appears only when this display option is selected."
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:152
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:186
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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":guilabel:`Hide`: The chat button is hidden from display on the webpage."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:155
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2024-09-29 07:43:41 +07:00
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msgid ""
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"Color selection, for the button or header, can be made manually, or through "
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"RGB, HSL, or HEX code selection. Different options are available, depending "
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"on the operating system or browser."
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msgstr ""
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"Färgval för knapp eller rubrik kan göras manuellt eller genom val av RGB-, "
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"HSL- eller HEX-kod. Det finns olika alternativ beroende på operativsystem "
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"eller webbläsare."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:159
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2024-09-29 07:43:41 +07:00
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msgid "Channel Rules tab"
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msgstr "Fliken Kanalregler"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:161
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2024-09-29 07:43:41 +07:00
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msgid ""
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"The :guilabel:`Channel Rules` tab determines when the live chat window opens"
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" on the website by logic of when a :guilabel:`URL Regex` action is triggered"
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" (e.g., a page visit)."
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msgstr ""
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"Fliken :guilabel:`Channel Rules` avgör när livechattfönstret öppnas på "
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"webbplatsen genom logik för när en :guilabel:`URL Regex`-åtgärd utlöses "
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"(t.ex. ett sidbesök)."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:165
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2024-09-29 07:43:41 +07:00
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msgid ""
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"A regex, or regular expression, is sometimes referred to as a rational "
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"expression. It is a sequence of characters that specifies a match pattern in"
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" text. A match is made within the given range of numbers or for the set of "
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"characters."
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msgstr ""
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"Ett regex, eller reguljärt uttryck, kallas ibland för ett rationellt "
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"uttryck. Det är en sekvens av tecken som anger ett matchningsmönster i text."
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" En matchning görs inom det angivna talintervallet eller för "
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"teckenuppsättningen."
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|
2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:169
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
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"Edit existing rules by selecting them from the :guilabel:`Channel Rules` "
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"tab, or create a new rule by clicking :guilabel:`Add a line`."
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msgstr ""
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"Redigera befintliga regler genom att välja dem på fliken :guilabel:`Channel "
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"Rules`, eller skapa en ny regel genom att klicka på :guilabel:`Add a line`."
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|
2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:172
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
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"Then, proceed to configure the details for how the rule should apply on the "
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"pop-up form that appears."
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msgstr ""
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"Fortsätt sedan med att konfigurera detaljerna för hur regeln ska tillämpas i"
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" popup-formuläret som visas."
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|
2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:175
|
2024-09-29 07:43:41 +07:00
|
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msgid "Choose how the *Live Chat Button* displays on the webpage."
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msgstr "Välj hur *Live Chat-knappen* ska visas på webbsidan."
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|
2025-02-02 08:44:15 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:188
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
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|
"To include a :guilabel:`Chatbot` on this channel, select it from the drop-"
|
|
|
|
|
"down menu. If the chatbot should only be active when no operators are "
|
|
|
|
|
"available, check the box labeled :guilabel:`Enabled only if no operator`."
|
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|
msgstr ""
|
|
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|
|
"För att inkludera en :guilabel:`Chatbot` på denna kanal, välj den från "
|
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|
|
"rullgardinsmenyn. Om chatboten endast ska vara aktiv när ingen operatör är "
|
|
|
|
|
"tillgänglig, markera rutan :guilabel:`Aktiverad endast om ingen operatör`."
|
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|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:193
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"If a :doc:`chatbot </applications/websites/livechat/chatbots>` is added to a"
|
|
|
|
|
" live chat channel, a new :guilabel:`Chatbots` smart button appears on the "
|
|
|
|
|
"channel settings form. Click here to create and update the chatbot *script*."
|
|
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|
|
msgstr ""
|
|
|
|
|
"Om en :doc:`chatbot </applications/websites/livechat/chatbots>` läggs till i"
|
|
|
|
|
" en livechattkanal visas en ny :guilabel:`Chatbots` smartknapp i formuläret "
|
|
|
|
|
"för kanalinställningar. Klicka här för att skapa och uppdatera chattboten "
|
|
|
|
|
"*script*."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:197
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Each line in the script contains a :guilabel:`Message`, :guilabel:`Step "
|
|
|
|
|
"Type`, :guilabel:`Answers`, and conditional *Only If* logic that applies "
|
|
|
|
|
"when certain pre-filled answers are chosen."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Varje rad i skriptet innehåller :guilabel:`Message`, :guilabel:`Step Type`, "
|
|
|
|
|
":guilabel:`Answers` och villkorlig *Only If*-logik som tillämpas när vissa "
|
|
|
|
|
"förifyllda svar väljs."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:201
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To create more steps in the script, click :guilabel:`Add a line`, and fill "
|
|
|
|
|
"out the script steps form, according to the desired logic."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om du vill skapa fler steg i skriptet klickar du på :guilabel:`Add a line` "
|
|
|
|
|
"och fyller i formuläret för skriptsteg enligt önskad logik."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:204
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Add the URLs for the pages where the channel should appear in the "
|
|
|
|
|
":guilabel:`URL Regex` field. Only the path from the root domain is needed, "
|
|
|
|
|
"not the full URL."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Lägg till webbadresserna för de sidor där kanalen ska visas i fältet "
|
|
|
|
|
":guilabel:`URL Regex`. Endast sökvägen från rotdomänen behövs, inte den "
|
|
|
|
|
"fullständiga URL-adressen."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:207
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"If this channel should only be available to users in specific countries, add"
|
|
|
|
|
" those countries to the :guilabel:`Country` field. If this field is left "
|
|
|
|
|
"blank, the channel is available to all site visitors."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om denna kanal endast ska vara tillgänglig för användare i vissa länder, "
|
|
|
|
|
"lägg till dessa länder i :guilabel:`Country` fältet. Om detta fält lämnas "
|
|
|
|
|
"tomt är kanalen tillgänglig för alla webbplatsbesökare."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:215
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Widget tab"
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|
|
|
msgstr "Fliken Widget"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:217
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Widget` tab on the live chat channel form offers a website "
|
|
|
|
|
"widget that can be added to third-party websites. Additionally, a URL is "
|
|
|
|
|
"available, that can provide instant access to a live chat window."
|
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|
|
msgstr ""
|
|
|
|
|
"Fliken :guilabel:`Widget` på formuläret för livechattkanalen erbjuder en "
|
|
|
|
|
"webbplatswidget som kan läggas till på tredjepartswebbplatser. Dessutom "
|
|
|
|
|
"finns en URL som kan ge omedelbar åtkomst till ett livechattfönster."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:221
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The live chat :guilabel:`Widget` can be applied to websites created through "
|
|
|
|
|
"Odoo by navigating to the :menuselection:`Website app --> Configuration --> "
|
|
|
|
|
"Settings --> Email & Marketing`. Then, scroll to the :guilabel:`Live Chat` "
|
|
|
|
|
"field, and select the channel to add to the site. Click :guilabel:`Save` to "
|
|
|
|
|
"apply."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Livechatten :guilabel:`Widget` kan tillämpas på webbplatser som skapats via "
|
|
|
|
|
"Odoo genom att navigera till :menuselection:`Website app --> Configuration "
|
|
|
|
|
"--> Settings --> Email & Marketing`. Bläddra sedan till fältet "
|
|
|
|
|
":guilabel:`Live Chat` och välj den kanal som ska läggas till på webbplatsen."
|
|
|
|
|
" Klicka på :guilabel:`Spara` för att tillämpa."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:226
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To add the widget to a website created on a third-party website, click the "
|
|
|
|
|
":guilabel:`Copy` button next to the first listed code, and paste the code "
|
|
|
|
|
"into the `<head>` tag on the site."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om du vill lägga till widgeten på en webbplats som skapats på en webbplats "
|
|
|
|
|
"från tredje part klickar du på knappen :guilabel:`Copy` bredvid den första "
|
|
|
|
|
"angivna koden och klistrar in koden i taggen `<head>` på webbplatsen."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:229
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To send a live chat session to a customer or supplier, click the "
|
|
|
|
|
":guilabel:`Copy` button next to the second listed code, and send the URL via"
|
|
|
|
|
" email."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skicka en live chat-session till en kund eller leverantör, klicka på"
|
|
|
|
|
" :guilabel:`Copy` knappen bredvid den andra listade koden, och skicka "
|
|
|
|
|
"webbadressen via e-post."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:233
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Create a support ticket from a live chat session"
|
|
|
|
|
msgstr "Skapa ett supportärende från en livechatt"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:235
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Operators who have joined a live chat channel are able to communicate with "
|
|
|
|
|
"site visitors in real-time."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Operatörer som har anslutit sig till en livechattkanal kan kommunicera med "
|
|
|
|
|
"webbplatsbesökare i realtid."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:238
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
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"During the conversation, an operator can use the shortcut :doc:`command "
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"</applications/websites/livechat/responses>` `/ticket` to create a ticket "
|
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"without leaving the chat window. The transcript from the conversation is "
|
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"added to the new ticket, under the :guilabel:`Description` tab."
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msgstr ""
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"Under konversationen kan en operatör använda genvägen :doc:`command "
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"</applications/websites/livechat/responses>` `/ticket` för att skapa ett "
|
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"ärende utan att lämna chattfönstret. Utskriften från konversationen läggs "
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"till i det nya ärendet, under fliken :guilabel:`Description`."
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2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:244
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
|
2025-02-02 08:44:15 +07:00
|
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"**Helpdesk** tickets can also be created through the :doc:`WhatsApp "
|
2024-09-29 07:43:41 +07:00
|
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"</applications/productivity/whatsapp>` app using the same `/ticket` command."
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msgstr ""
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2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:250
|
2024-09-29 07:43:41 +07:00
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msgid "Website Form"
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msgstr "Formulär för webbplats"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:252
|
2024-09-29 07:43:41 +07:00
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msgid ""
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"Enabling the *Website Form* setting adds a new page to the website with a "
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"customizable form. A new ticket is created once the required form fields are"
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" filled out and submitted."
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msgstr ""
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"Om du aktiverar inställningen *Webbplatsformulär* läggs en ny sida till på "
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"webbplatsen med ett anpassningsbart formulär. Ett nytt ärende skapas när de "
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"obligatoriska fälten i formuläret har fyllts i och skickats in."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:255
|
2024-09-29 07:43:41 +07:00
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msgid ""
|
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|
"To activate the website form, navigate to a team's settings page under "
|
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|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and "
|
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"selecting the desired team from the list."
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msgstr ""
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"För att aktivera webbformuläret, navigera till ett teams inställningssida "
|
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"under :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, "
|
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"och välj önskat team från listan."
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2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:258
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
|
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|
"Then, locate the :guilabel:`Website Form` feature, under the :guilabel:`Help"
|
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|
" Center` section, and check the box."
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msgstr ""
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"Leta sedan upp funktionen :guilabel:`Website Form`, under avsnittet "
|
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":guilabel:`Help Center`, och markera kryssrutan."
|
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|
2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:261
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
|
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|
"If more than one website is active on the database, confirm the correct "
|
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|
"website is listed in the :guilabel:`Website` field. If not, select the "
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"correct one from the drop-down list."
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msgstr ""
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"Om mer än en webbplats är aktiv i databasen ska du kontrollera att rätt "
|
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"webbplats anges i fältet :guilabel:`Website`. Om inte, välj rätt webbplats "
|
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"från rullgardinsmenyn."
|
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|
2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:264
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
|
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|
"After the feature is activated, click the :guilabel:`Go to Website` smart "
|
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|
|
"button at the top of the :guilabel:`Teams` settings page to view and edit "
|
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|
"the new website form, which is created automatically by Odoo."
|
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msgstr ""
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|
"När funktionen har aktiverats klickar du på smartknappen :guilabel:`Go to "
|
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|
"Website` högst upp på inställningssidan :guilabel:`Teams` för att visa och "
|
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|
|
"redigera det nya webbplatsformuläret, som skapas automatiskt av Odoo."
|
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|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:269
|
2024-09-29 07:43:41 +07:00
|
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|
msgid ""
|
|
|
|
|
"After enabling the :guilabel:`Website Form` setting, the team's settings "
|
|
|
|
|
"page may need to be refreshed before the :guilabel:`Go to Website` smart "
|
|
|
|
|
"button appears."
|
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msgstr ""
|
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|
"När du har aktiverat inställningen :guilabel:`Webbplatsformulär` kan teamets"
|
|
|
|
|
" inställningssida behöva uppdateras innan smartknappen :guilabel:`Gå till "
|
|
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|
"webbplatsen` visas."
|
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|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:272
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Additionally, if a *Help Center* is published, the smart button navigates "
|
|
|
|
|
"there first. Simply click the :guilabel:`Contact Us` button, at the bottom "
|
|
|
|
|
"of the forum, to navigate to the ticket submission form."
|
|
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|
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msgstr ""
|
|
|
|
|
"Dessutom, om ett *Hjälpcenter* har publicerats, navigerar den smarta knappen"
|
|
|
|
|
" dit först. Klicka bara på :guilabel:`Kontakta oss`-knappen längst ner i "
|
|
|
|
|
"forumet för att navigera till formuläret för att skicka in ärenden."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of the settings page of a helpdesk team emphasizing the Go to Website button in\n"
|
|
|
|
|
"Odoo Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över inställningssidan för ett helpdesk-team med betoning på knappen Gå till webbplats i\n"
|
|
|
|
|
"Odoo Helpdesk."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:281
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Website ticket form customization"
|
|
|
|
|
msgstr "Anpassning av biljettformulär på webbplatsen"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:283
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To customize the default ticket submission form, while on the website, click"
|
|
|
|
|
" the :guilabel:`Edit` button in the upper-right corner of the page. This "
|
|
|
|
|
"opens the editing sidebar on the right side. Then, click on one of the "
|
|
|
|
|
"fields in the form, on the body of the website, to edit it."
|
|
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|
|
msgstr ""
|
|
|
|
|
"För att anpassa standardformuläret för inlämning av biljetter, klicka på "
|
|
|
|
|
"knappen :guilabel:`Edit` i det övre högra hörnet på sidan när du är på "
|
|
|
|
|
"webbplatsen. Detta öppnar sidofältet för redigering på höger sida. Klicka "
|
|
|
|
|
"sedan på ett av fälten i formuläret, i huvuddelen av webbplatsen, för att "
|
|
|
|
|
"redigera det."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:287
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To add a new field, go to the :guilabel:`Field` section of the sidebar, and "
|
|
|
|
|
"click :guilabel:`+ Field`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Lägg till ett nytt fält genom att gå till :guilabel:`Field` i sidofältet och"
|
|
|
|
|
" klicka på :guilabel:`+ Field`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:290
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Click the :guilabel:`🗑️ (trash can)` icon to delete the field, if necessary."
|
|
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|
msgstr ""
|
|
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|
|
"Klicka på ikonen :guilabel:`🗑️ (papperskorgen)` för att radera fältet om det"
|
|
|
|
|
" behövs."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:292
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Edit the other options for the new field in the sidebar, as desired:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Redigera de andra alternativen för det nya fältet i sidofältet efter "
|
|
|
|
|
"önskemål:"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:294
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Type`: matches an Odoo model value to the field (e.g. `Customer "
|
|
|
|
|
"Name`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Type`: matchar ett Odoo-modellvärde till fältet (t.ex. `Customer "
|
|
|
|
|
"Name`)."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:295
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Input Type`: determine what type of input the field should be, "
|
|
|
|
|
"like `Text`, `Email`, `Telephone`, or `URL`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Input Type`: bestäm vilken typ av inmatning fältet ska vara, som "
|
|
|
|
|
"`Text`, `E-post`, `Telefon` eller `URL`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:297
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Label`: give the form field a label (e.g. `Full Name`, `Email "
|
|
|
|
|
"Address`, etc.). Also control the label position on the form by using the "
|
|
|
|
|
"nested :guilabel:`Position` options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Label`: ge formulärfältet en etikett (t.ex. `Fullständigt namn`, "
|
|
|
|
|
"`E-postadress`, etc.). Styr också etikettens position på formuläret med "
|
|
|
|
|
"hjälp av de kapslade :guilabel:`Position`-alternativen."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:299
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Description`: determine whether or not to add an editable line "
|
|
|
|
|
"under the input box to provide additional contextual information related to "
|
|
|
|
|
"the field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Description`: avgör om en redigerbar rad ska läggas till under "
|
|
|
|
|
"inmatningsrutan för att ge ytterligare kontextuell information relaterad "
|
|
|
|
|
"till fältet."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:301
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ":guilabel:`Placeholder`: add a sample input value."
|
|
|
|
|
msgstr ":guilabel:`Placeholder`: lägg till ett exempel på ingångsvärde."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:302
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Default Value`: add common use case values that most customers "
|
|
|
|
|
"would find valuable. For example, this can include prompts of information "
|
|
|
|
|
"customers should include to make it easier to solve their issue, such as an "
|
|
|
|
|
"account number, or product number."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Default Value`: lägg till vanliga värden för användningsfall som "
|
|
|
|
|
"de flesta kunder skulle tycka var värdefulla. Detta kan till exempel "
|
|
|
|
|
"inkludera uppmaningar om information som kunderna bör inkludera för att göra"
|
|
|
|
|
" det lättare att lösa deras problem, till exempel ett kontonummer eller "
|
|
|
|
|
"produktnummer."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:305
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Required`: determine whether or not to mark a field as required, "
|
|
|
|
|
"in order for the form to be submitted. Toggle the switch from gray to blue."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Required`: avgör om ett fält ska markeras som obligatoriskt eller"
|
|
|
|
|
" inte, för att formuläret ska kunna skickas in. Växla från grått till blått."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:307
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Visibility`: allow for absolute or conditional visibility of the "
|
|
|
|
|
"field. Nested options, such as, device visibility, appear when certain "
|
|
|
|
|
"options are selected."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Visibility`: tillåter absolut eller villkorlig synlighet för "
|
|
|
|
|
"fältet. Nästlade alternativ, t.ex. enhetssynlighet, visas när vissa "
|
|
|
|
|
"alternativ har valts."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:309
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Animation`: choose whether or not the field should include "
|
|
|
|
|
"animation."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Animation`: välj om fältet ska innehålla animering eller inte."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of the unpublished website form to submit a ticket for Odoo Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över det opublicerade webbplatsformuläret för att skicka ett ärende till "
|
|
|
|
|
"Odoo Helpdesk."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:315
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Once the form has been optimized, and is ready for public use, click "
|
|
|
|
|
":guilabel:`Save` to apply the changes. Then, publish the form by toggling "
|
|
|
|
|
"the :guilabel:`Unpublished` switch to :guilabel:`Published` at the top of "
|
|
|
|
|
"the page, if necessary."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När formuläret har optimerats och är klart för offentlig användning klickar "
|
|
|
|
|
"du på :guilabel:`Spara` för att tillämpa ändringarna. Publicera sedan "
|
|
|
|
|
"formuläret genom att växla :guilabel:`Unpublished` till "
|
|
|
|
|
":guilabel:`Published` högst upp på sidan, om det behövs."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:320
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Prioritizing tickets"
|
|
|
|
|
msgstr "Prioritering av biljetter"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:322
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2024-09-29 07:43:41 +07:00
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msgid ""
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"All tickets include a :guilabel:`Priority` field. The highest priority "
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"tickets appear at the top of the Kanban and list views."
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msgstr ""
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"Alla ärenden innehåller ett :guilabel:`Priority`-fält. De ärenden som har "
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"högst prioritet visas högst upp i Kanban- och listvyerna."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
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msgid ""
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"View of a team's Kanban view and the prioritized tasks in Odoo Helpdesk."
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msgstr ""
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"Vy över ett teams Kanban-vy och de prioriterade uppgifterna i Odoo Helpdesk."
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:328
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2024-09-29 07:43:41 +07:00
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msgid "The priority levels are represented by stars:"
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msgstr "Prioritetsnivåerna representeras av stjärnor:"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:330
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2024-09-29 07:43:41 +07:00
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msgid "0 stars = *Low Priority*"
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msgstr "0 stjärnor = *låg prioritet*"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:331
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2024-09-29 07:43:41 +07:00
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msgid "1 star = *Medium Priority*"
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msgstr "1 stjärna = *Medelprioritet*"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:332
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2024-09-29 07:43:41 +07:00
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msgid "2 stars = *High Priority*"
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msgstr "2 stjärnor = *hög prioritet*"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:333
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2024-09-29 07:43:41 +07:00
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msgid "3 stars = *Urgent*"
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msgstr "3 stars = *Urgent*"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:335
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2024-09-29 07:43:41 +07:00
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msgid ""
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"Tickets are set to low priority (0 stars) by default. To change the priority"
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" level, select the appropriate number of stars on the Kanban card, or on the"
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" ticket."
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msgstr ""
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"Som standard har ärenden låg prioritet (0 stjärnor). Om du vill ändra "
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"prioritetsnivån väljer du lämpligt antal stjärnor på Kanban-kortet eller på "
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"biljetten."
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|
2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:339
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
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"As priority levels can be used as criteria for assigning :doc:`SLAs <sla>`, "
|
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"changing the priority level of a ticket can alter the :abbr:`SLA (Service "
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"Level Agreement)` deadline."
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msgstr ""
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"Eftersom prioritetsnivåer kan användas som kriterier för tilldelning av "
|
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":doc:`SLAs <sla>`, kan en ändring av prioritetsnivån för ett ärende ändra "
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":abbr:`SLA (Service Level Agreement)`-tidsfristen."
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|
2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:343
|
2024-09-29 07:43:41 +07:00
|
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msgid ":doc:`/applications/services/helpdesk/advanced/close_tickets`"
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msgstr ":doc:`/applications/services/helpdesk/advanced/close_tickets`"
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|
2025-02-02 08:44:15 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:344
|
2024-09-29 07:43:41 +07:00
|
|
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|
msgid ":doc:`../../../general/email_communication`"
|
2024-10-13 07:42:30 +07:00
|
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msgstr ":doc:`../../../generellt/email_kommunikation`"
|
2024-09-29 07:43:41 +07:00
|
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|
2025-02-02 08:44:15 +07:00
|
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|
|
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:345
|
2024-09-29 07:43:41 +07:00
|
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msgid ":doc:`/applications/websites/livechat`"
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msgstr ":doc:`/applikationer/webbplatser/livechat`"
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#: ../../content/applications/services/helpdesk/overview/reports.rst:3
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msgid "Reporting"
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msgstr "Rapporter"
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#: ../../content/applications/services/helpdesk/overview/reports.rst:8
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msgid ""
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|
"Reports in Odoo *Helpdesk* provide the opportunity to manage employee "
|
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|
|
|
"workloads, identify areas for improvement, and confirm if customer "
|
|
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|
|
"expectations are being met."
|
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msgstr ""
|
2024-10-13 07:42:30 +07:00
|
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|
"Rapporter i Odoo *Helpdesk* ger möjlighet att hantera medarbetarnas "
|
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|
|
"arbetsbelastning, identifiera förbättringsområden och bekräfta om kundernas "
|
|
|
|
|
"förväntningar uppfylls."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:12
|
|
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|
|
msgid "Available reports"
|
|
|
|
|
msgstr "Tillgängliga rapporter"
|
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|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:14
|
|
|
|
|
msgid ""
|
|
|
|
|
"Details about the reports available in Odoo *Helpdesk* can be found below. "
|
|
|
|
|
"To view the different reports, go to :menuselection:`Helpdesk app --> "
|
|
|
|
|
"Reporting`, and select one of the following: :guilabel:`Tickets Analysis`, "
|
|
|
|
|
":guilabel:`SLA Status Analysis`, or :guilabel:`Customer Ratings`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Detaljer om de rapporter som finns tillgängliga i Odoo *Helpdesk* finns "
|
|
|
|
|
"nedan. För att visa de olika rapporterna, gå till :menuselection:`Helpdesk "
|
|
|
|
|
"app --> Reporting`, och välj en av följande: :guilabel:`Tickets Analysis`, "
|
|
|
|
|
":guilabel:`SLA Status Analysis`, eller :guilabel:`Customer Ratings`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:19
|
|
|
|
|
msgid "Tickets Analysis"
|
|
|
|
|
msgstr "Ärendeanalys"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:21
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *Tickets Analysis* report (:menuselection:`Helpdesk app --> Reporting "
|
|
|
|
|
"--> Tickets Analysis`) provides an overview of every customer support ticket"
|
|
|
|
|
" in the database."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Rapporten *Tickets Analysis* (:menuselection:`Helpdesk app --> Rapportering "
|
|
|
|
|
"--> Tickets Analysis`) ger en översikt över alla kundsupportärenden i "
|
|
|
|
|
"databasen."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:24
|
|
|
|
|
msgid ""
|
|
|
|
|
"This report is useful for identifying where teams are spending the most "
|
|
|
|
|
"time, and helps determine if there is an uneven workload distribution among "
|
|
|
|
|
"the support staff. The default report counts the number of tickets per team "
|
|
|
|
|
"and groups them by stage."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Den här rapporten är användbar för att identifiera var teamen lägger mest "
|
|
|
|
|
"tid och hjälper till att avgöra om det finns en ojämn fördelning av "
|
|
|
|
|
"arbetsbelastningen bland supportpersonalen. Standardrapporten räknar antalet"
|
|
|
|
|
" ärenden per team och grupperar dem efter stadium."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
|
|
|
|
msgid "View of Ticket Analysis report default view."
|
|
|
|
|
msgstr "Standardvy för rapporten Ticket Analysis."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:32
|
|
|
|
|
msgid ""
|
|
|
|
|
"Alternative measures can be selected to track where the most time is spent "
|
|
|
|
|
"at different points in the workflow. To change the measures used for the "
|
|
|
|
|
"report that is currently displayed, or to add more, click the "
|
|
|
|
|
":guilabel:`Measures` button, and select one or more options from the drop-"
|
|
|
|
|
"down menu:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Alternativa mått kan väljas för att spåra var den mesta tiden spenderas vid "
|
|
|
|
|
"olika tidpunkter i arbetsflödet. Om du vill ändra de mått som används för "
|
|
|
|
|
"den rapport som visas för närvarande, eller lägga till fler, klickar du på "
|
|
|
|
|
"knappen :guilabel:`Mått` och väljer ett eller flera alternativ i "
|
|
|
|
|
"rullgardinsmenyn:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:37
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Average Hours to Respond`: average number of working hours "
|
|
|
|
|
"between a message sent from the customer and the response from the support "
|
|
|
|
|
"team. *This does not include messages sent when the ticket was in a folded "
|
|
|
|
|
"stage.*"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Gemensamt antal timmar för svar`: genomsnittligt antal "
|
|
|
|
|
"arbetstimmar mellan ett meddelande som skickas från kunden och svaret från "
|
|
|
|
|
"supportteamet. *Detta inkluderar inte meddelanden som skickats när ärendet "
|
|
|
|
|
"befann sig i en vikningsfas.*"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:40
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Hours Open`: number of hours between the date the ticket was "
|
|
|
|
|
"created and the closed date. If there is no closed date on the ticket, the "
|
|
|
|
|
"current date is used. **This measure is not specific to working hours.**"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Hours Open`: antal timmar mellan det datum då ärendet skapades "
|
|
|
|
|
"och stängningsdatumet. Om det inte finns något stängningsdatum för ärendet "
|
|
|
|
|
"används aktuellt datum. **Detta mått är inte specifikt för arbetstid.**"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:43
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Hours Spent`: number of *Timesheet* hours logged on a ticket. "
|
|
|
|
|
"*This measure is only available if Timesheets are enabled on a team, and the"
|
|
|
|
|
" current user has the access rights to view them.*"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Hours Spent`: antal *Timesheet*-timmar som loggats på ett ärende."
|
|
|
|
|
" *Detta mått är endast tillgängligt om Timesheets är aktiverat i ett team "
|
|
|
|
|
"och den aktuella användaren har åtkomsträttigheter för att visa dem.*"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:46
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Hours to Assign`: number of working hours between the date the "
|
|
|
|
|
"ticket was created and when it was assigned to a team member."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Hours to Assign`: antal arbetstimmar mellan det datum då ärendet "
|
|
|
|
|
"skapades och när det tilldelades en teammedlem."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:48
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Hours to Close`: number of working hours between the date the "
|
|
|
|
|
"ticket was created and the date it was closed."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Hours to Close`: antal arbetstimmar mellan det datum då ärendet "
|
|
|
|
|
"skapades och det datum då det stängdes."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:50
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Hours to First Response`: number of working hours between the "
|
|
|
|
|
"date the ticket was received and the date on which the first message was "
|
|
|
|
|
"sent. *This does not include email sent automatically when a ticket reaches "
|
|
|
|
|
"a stage.*"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Hours to First Response`: antal arbetstimmar mellan det datum då "
|
|
|
|
|
"ärendet togs emot och det datum då det första meddelandet skickades. *Detta "
|
|
|
|
|
"inkluderar inte e-post som skickas automatiskt när ett ärende når ett visst "
|
|
|
|
|
"skede.*"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:53
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Hours until SLA Deadline`: number of working hours remaining to "
|
|
|
|
|
"reach the last |SLA| deadline on a ticket."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Timmar till SLA-deadline`: antal arbetstimmar som återstår för "
|
|
|
|
|
"att nå den sista |SLA|-deadlinen på ett ärende."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:55
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Rating (/5)`: number out of five to represent customer feedback "
|
|
|
|
|
"(Dissatisfied = 1, Okay/Neutral = 3, Satisfied = 5)."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Rating (/5)`: nummer av fem för att representera kundfeedback "
|
|
|
|
|
"(missnöjd = 1, okej/neutral = 3, nöjd = 5)."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:57
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:85
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Remaining Hours on SO`: hours remaining on a linked sales order."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Remaining Hours on SO`: timmar som återstår på en länkad "
|
|
|
|
|
"försäljningsorder."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:58
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:92
|
|
|
|
|
msgid ":guilabel:`Count`: number of tickets in total."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":guilabel:`Count`: antal biljetter totalt."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:61
|
|
|
|
|
msgid ""
|
|
|
|
|
"*Working hours* are calculated based on the default working calendar. To "
|
|
|
|
|
"view or change the working calendar, go to the :menuselection:`Settings` "
|
|
|
|
|
"application and select :menuselection:`Employees --> Company Working Hours`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"*Arbetstimmar* beräknas baserat på standardarbetskalendern. För att se eller"
|
|
|
|
|
" ändra arbetskalendern, gå till :menuselection:`Inställningar` och välj "
|
|
|
|
|
":menuselection:`Medarbetare --> Företagets arbetstider`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:66
|
|
|
|
|
msgid "SLA Status Analysis"
|
|
|
|
|
msgstr "Analys av SLA-status"
|
|
|
|
|
|
|
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#: ../../content/applications/services/helpdesk/overview/reports.rst:68
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msgid ""
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"The *SLA Status Analysis* report (:menuselection:`Helpdesk app --> Reporting"
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" --> SLA Status Analysis`) :ref:`analyzes the performance <helpdesk/analyze-"
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"sla-performance>` of individual SLA (Service Level Agreement) policies."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Rapporten *SLA Status Analysis* (:menuselection:`Helpdesk app --> "
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"Rapportering --> SLA Status Analysis`) :ref:`analyserar prestandan "
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"<helpdesk/analyze-sla-performance>` för enskilda SLA-policyer (Service Level"
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" Agreement)."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/helpdesk/overview/reports.rst:72
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msgid ""
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"By default, this report is filtered to show the number of |SLAs| failed, in "
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"progress, and the number that have been successful. The results are grouped "
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"by teams."
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msgstr ""
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2024-10-13 07:42:30 +07:00
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"Som standard filtreras den här rapporten så att den visar antalet "
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"misslyckade, pågående och framgångsrika |SLA:er|. Resultaten grupperas efter"
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" team."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/helpdesk/overview/reports.rst-1
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msgid "View of Group by options of Ticket Analysis report."
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msgstr "Visa grupp efter alternativ i Ticket Analysis-rapporten."
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#: ../../content/applications/services/helpdesk/overview/reports.rst:79
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msgid ""
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"To change the measures used for the report that is currently displayed, or "
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"to add more, click the :guilabel:`Measures` button, and select one or more "
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"options from the drop-down menu:"
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msgstr ""
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"Om du vill ändra de mått som används för den rapport som visas för "
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"närvarande, eller lägga till fler, klickar du på knappen :guilabel:`Mått` "
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"och väljer ett eller flera alternativ i rullgardinsmenyn:"
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#: ../../content/applications/services/helpdesk/overview/reports.rst:82
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msgid ""
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":guilabel:`Number of SLA Failed`: number of tickets that have failed at "
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"least one |SLA|."
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msgstr ""
|
2024-10-13 07:42:30 +07:00
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":guilabel:`Number of SLA Failed`: antal ärenden som har misslyckats med "
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"minst ett SLA."
|
2024-09-29 07:43:41 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/reports.rst:83
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msgid ""
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":guilabel:`Rating (/5)`: number value representing customer feedback "
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"(Dissatisfied = 1, Okay/Neutral = 3, Satisfied = 5)."
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msgstr ""
|
2024-10-13 07:42:30 +07:00
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":guilabel:`Rating (/5)`: nummervärde som representerar kundfeedback "
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"(missnöjd = 1, okej/neutral = 3, nöjd = 5)."
|
2024-09-29 07:43:41 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/reports.rst:86
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msgid ""
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|
":guilabel:`Working Hours to Assign`: number of working hours between the "
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|
"date the ticket was created and when it was assigned to a team member."
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msgstr ""
|
2024-10-13 07:42:30 +07:00
|
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|
":guilabel:`Working Hours to Assign`: antal arbetstimmar mellan det datum då "
|
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|
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"ärendet skapades och när det tilldelades en teammedlem."
|
2024-09-29 07:43:41 +07:00
|
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#: ../../content/applications/services/helpdesk/overview/reports.rst:88
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msgid ""
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|
":guilabel:`Working Hours to Close`: number of working hours between the date"
|
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|
" the ticket was created and the date it was closed."
|
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msgstr ""
|
2024-10-13 07:42:30 +07:00
|
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|
":guilabel:`Working Hours to Close`: antal arbetstimmar mellan det datum då "
|
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|
|
"ärendet skapades och det datum då det stängdes."
|
2024-09-29 07:43:41 +07:00
|
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|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:90
|
|
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|
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msgid ""
|
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|
|
":guilabel:`Working Hours to Reach SLA`: number of working hours between the "
|
|
|
|
|
"date the ticket was created and the date the |SLA| was satisfied."
|
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msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Working Hours to Reach SLA`: antal arbetstimmar mellan det datum "
|
|
|
|
|
"då ärendet skapades och det datum då SLA uppfylldes."
|
2024-09-29 07:43:41 +07:00
|
|
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|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:95
|
|
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|
|
msgid ":doc:`Service Level Agreements (SLA) <sla>`"
|
2024-10-13 07:42:30 +07:00
|
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|
|
msgstr ":doc:`Service Level Agreements (SLA) <sla>`"
|
2024-09-29 07:43:41 +07:00
|
|
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|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:98
|
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|
msgid "Customer Ratings"
|
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msgstr "Kundbetyg"
|
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|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:100
|
|
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|
|
msgid ""
|
|
|
|
|
"The *Customer Ratings* report (:menuselection:`Helpdesk app--> Reporting -->"
|
|
|
|
|
" Customer Ratings`) displays an overview of the ratings received on "
|
|
|
|
|
"individual support tickets, as well as any additional comments submitted "
|
|
|
|
|
"with the rating."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Rapporten *Kundbetyg* (:menuselection:`Helpdesk app--> Rapportering --> "
|
|
|
|
|
"Kundbetyg`) visar en översikt över de betyg som mottagits på enskilda "
|
|
|
|
|
"supportärenden, samt eventuella ytterligare kommentarer som lämnats med "
|
|
|
|
|
"betyget."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
|
|
|
|
msgid "View of the Kanban display in the Customer Ratings report."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Vy över Kanban-displayen i rapporten Kundbetyg."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:108
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click on an individual rating to see additional details about the rating "
|
|
|
|
|
"submitted by the customer, including a link to the original ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på ett enskilt betyg för att se ytterligare information om det betyg "
|
|
|
|
|
"som kunden har lämnat, inklusive en länk till den ursprungliga biljetten."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
|
|
|
|
msgid "View of the details of an individual customer rating."
|
|
|
|
|
msgstr "Visa detaljerna för ett enskilt kundbetyg."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:116
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the rating's details page, tick the :guilabel:`Visible Internally Only` "
|
|
|
|
|
"checkbox to hide the rating from the customer portal."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"På betygets informationssida markerar du kryssrutan :guilabel:`Visible "
|
|
|
|
|
"Internally Only` för att dölja betyget från kundportalen."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:119
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *Customer Ratings* report is displayed in a Kanban view by default, but "
|
|
|
|
|
"can also be displayed in graph, list, or pivot view."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Rapporten *Customer Ratings* visas som standard i en Kanban-vy, men kan "
|
|
|
|
|
"också visas i en graf-, list- eller pivotvy."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:123
|
|
|
|
|
msgid ":doc:`Ratings <ratings>`"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":doc:`Ratings <ratings>`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:126
|
|
|
|
|
msgid "View and filter options"
|
|
|
|
|
msgstr "Visa och filtrera alternativ"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:128
|
|
|
|
|
msgid ""
|
|
|
|
|
"On any Odoo report, the view and filter options vary, depending on what data"
|
|
|
|
|
" is being analyzed, measured, and grouped. See below for additional "
|
|
|
|
|
"information on the available views for the *Helpdesk* reports."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"I alla Odoo-rapporter varierar vy- och filteralternativen beroende på vilka "
|
|
|
|
|
"data som analyseras, mäts och grupperas. Se nedan för ytterligare "
|
|
|
|
|
"information om de tillgängliga vyerna för *Helpdesk*-rapporterna."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:133
|
|
|
|
|
msgid ""
|
|
|
|
|
"Only one measure may be selected at a time for graphs, but pivot tables can "
|
|
|
|
|
"include multiple measures."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Endast ett mått kan väljas åt gången för grafer, men pivottabeller kan "
|
|
|
|
|
"innehålla flera mått."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:137
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:135
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Pivot view"
|
|
|
|
|
msgstr "Pivot-vy"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:139
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *pivot* view presents data in an interactive manner. All three "
|
|
|
|
|
"*Helpdesk* reports are available in pivot view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"I *pivotvyn* presenteras data på ett interaktivt sätt. Alla tre "
|
|
|
|
|
"*Helpdesk*-rapporterna är tillgängliga i pivotvyn."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:142
|
|
|
|
|
msgid ""
|
|
|
|
|
"The pivot view can be accessed on any report by selecting the :icon:`oi-"
|
|
|
|
|
"view-pivot` :guilabel:`(pivot)` icon at the top-right of the screen."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Du kan komma åt pivotvyn i alla rapporter genom att välja ikonen :icon:`oi-"
|
|
|
|
|
"view-pivot` :guilabel:`(pivot)` längst upp till höger på skärmen."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:144
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "View of the SLA status analysis report in Odoo Helpdesk."
|
|
|
|
|
msgstr "Vy över analysrapporten för SLA-status i Odoo Helpdesk."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:149
|
|
|
|
|
msgid ""
|
|
|
|
|
"To add a group to a row or column to the pivot view, click the :icon:`fa-"
|
|
|
|
|
"plus-square` :guilabel:`(plus)` icon next to :guilabel:`Total`, and then "
|
|
|
|
|
"select one of the groups. To remove one, click the :icon:`fa-minus-square-o`"
|
|
|
|
|
" :guilabel:`(minus)` icon, and de-select the appropriate option."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Om du vill lägga till en grupp i en rad eller kolumn i pivotvyn klickar du "
|
|
|
|
|
"på ikonen :icon:`fa-plus-square` :guilabel:`(plus)` bredvid "
|
|
|
|
|
":guilabel:`Total` och väljer sedan en av grupperna. Om du vill ta bort en "
|
|
|
|
|
"grupp klickar du på ikonen :icon:`fa-minus-square-o` :guilabel:`(minus)` och"
|
|
|
|
|
" avmarkerar det lämpliga alternativet."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:154
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:164
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Graph view"
|
|
|
|
|
msgstr "Grafvy"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:156
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *graph* view presents data in either a *bar*, *line*, or *pie* chart."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"I vyn *graf* presenteras data i antingen ett *stapel*-, *linje*- eller "
|
|
|
|
|
"*pie*-diagram."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:158
|
|
|
|
|
msgid ""
|
|
|
|
|
"Switch to the graph view by selecting the :icon:`fa-area-chart` "
|
|
|
|
|
":guilabel:`(area chart)` icon at the top-right of the screen. To switch "
|
|
|
|
|
"between the different charts, select the *related icon* at the top-left of "
|
|
|
|
|
"the chart, while in graph view."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Växla till grafvyn genom att välja ikonen :icon:`fa-area-chart` "
|
|
|
|
|
":guilabel:`(area chart)` längst upp till höger på skärmen. För att växla "
|
|
|
|
|
"mellan de olika diagrammen väljer du *relaterad ikon* längst upp till "
|
|
|
|
|
"vänster i diagrammet när du befinner dig i grafvyn."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:164
|
|
|
|
|
msgid "Bar chart"
|
|
|
|
|
msgstr "Stapeldiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
|
|
|
|
msgid "View of the SLA status analysis report in bar view."
|
|
|
|
|
msgstr "Vy över analysrapporten för SLA-status i stapelvy."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:170
|
|
|
|
|
msgid "Line chart"
|
|
|
|
|
msgstr "Linjediagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
|
|
|
|
|
msgid "View of the Customer Ratings report in line view."
|
|
|
|
|
msgstr "Vy över rapporten Kundbetyg i radvy."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:176
|
|
|
|
|
msgid "Pie chart"
|
|
|
|
|
msgstr "Cirkeldiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
|
|
|
|
|
msgid "View of the Ticket analysis report in pie chart view."
|
|
|
|
|
msgstr "Vy över biljettanalysrapporten i form av ett cirkeldiagram."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:183
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:194
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Both the *bar chart* and *line chart* can utilize the *stacked* view option."
|
|
|
|
|
" This presents two or more groups of data on top of each other, instead of "
|
|
|
|
|
"next to each other, making it easier to compare data. While viewing either a"
|
|
|
|
|
" bar chart or line chart, click the :icon:`fa-database` "
|
|
|
|
|
":guilabel:`(stacked)` icon to toggle the stacked view option on or off."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Både *stapeldiagram* och *linjediagram* kan använda alternativet *staplad* "
|
|
|
|
|
"vy. Då presenteras två eller flera datagrupper ovanpå varandra i stället för"
|
|
|
|
|
" bredvid varandra, vilket gör det lättare att jämföra data. När du visar "
|
|
|
|
|
"antingen ett stapeldiagram eller ett linjediagram klickar du på ikonen "
|
|
|
|
|
":icon:`fa-database` :guilabel:`(stacked)` för att aktivera eller inaktivera "
|
|
|
|
|
"alternativet staplad vy."
|
2024-09-29 07:43:41 +07:00
|
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|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:189
|
|
|
|
|
msgid "Save and share a favorite search"
|
|
|
|
|
msgstr "Spara och dela en favoritsökning"
|
|
|
|
|
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|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:191
|
|
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|
|
msgid ""
|
|
|
|
|
"The *Favorites* feature found on *Helpdesk* reports allows users to save "
|
|
|
|
|
"their most commonly used filters, without having to reconstruct them every "
|
|
|
|
|
"time they are needed."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Funktionen *Favoriter* som finns i *Helpdesk*-rapporter gör det möjligt för "
|
|
|
|
|
"användare att spara sina mest använda filter utan att behöva rekonstruera "
|
|
|
|
|
"dem varje gång de behövs."
|
2024-09-29 07:43:41 +07:00
|
|
|
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|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:194
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create and save a new *Favorites* configuration on a report, follow the "
|
|
|
|
|
"steps below:"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Följ stegen nedan för att skapa och spara en ny *Favoriter*-konfiguration "
|
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|
|
|
"för en rapport:"
|
2024-09-29 07:43:41 +07:00
|
|
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|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:196
|
|
|
|
|
msgid ""
|
|
|
|
|
"Set the necessary parameters using the :guilabel:`Filters`, :guilabel:`Group"
|
|
|
|
|
" By` and :guilabel:`Measures` options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ställ in nödvändiga parametrar med hjälp av alternativen :guilabel:`Filter`,"
|
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|
|
" :guilabel:`Gruppera efter` och :guilabel:`Mått`."
|
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|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:198
|
|
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|
|
msgid ""
|
|
|
|
|
"Click the :icon:`fa-caret-down` :guilabel:`(down)` icon next to the "
|
|
|
|
|
":guilabel:`Search...` bar to open the drop-down menu."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Klicka på ikonen :icon:`fa-caret-down` :guilabel:`(down)` bredvid fältet "
|
|
|
|
|
":guilabel:`Search...` för att öppna rullgardinsmenyn."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:200
|
|
|
|
|
msgid ""
|
|
|
|
|
"Under the :guilabel:`Favorites` heading, click :guilabel:`Save current "
|
|
|
|
|
"search`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Under rubriken :guilabel:`Favoriter` klickar du på :guilabel:`Spara aktuell "
|
|
|
|
|
"sökning`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:201
|
|
|
|
|
msgid "If desired, enter a new name for the report."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Om du vill kan du ange ett nytt namn för rapporten."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:202
|
|
|
|
|
msgid ""
|
|
|
|
|
"Tick the :guilabel:`Default Filter` checkbox to have these filter settings "
|
|
|
|
|
"automatically displayed when the report is opened. Otherwise, leave it "
|
|
|
|
|
"blank."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Markera kryssrutan :guilabel:`Default Filter` om du vill att dessa "
|
|
|
|
|
"filterinställningar ska visas automatiskt när rapporten öppnas. Annars "
|
|
|
|
|
"lämnar du den tom."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:204
|
|
|
|
|
msgid ""
|
|
|
|
|
"Tick the :guilabel:`Shared` checkbox to make this filter configuration "
|
|
|
|
|
"available to all other database users. If this checkbox is not ticked, only "
|
|
|
|
|
"the user who creates the filter can access it."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Markera kryssrutan :guilabel:`Shared` för att göra denna filterkonfiguration"
|
|
|
|
|
" tillgänglig för alla andra databasanvändare. Om kryssrutan inte är markerad"
|
|
|
|
|
" kan endast den användare som skapar filtret komma åt det."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:207
|
|
|
|
|
msgid "Click :guilabel:`Save` to preserve the configuration for future use."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på :guilabel:`Spara` för att spara konfigurationen för framtida bruk."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
|
|
|
|
|
msgid "View of the save favorites option in Odoo Helpdesk."
|
|
|
|
|
msgstr "Vy över alternativet spara favoriter i Odoo Helpdesk."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:214
|
|
|
|
|
msgid ":doc:`Start receiving tickets <receiving_tickets>`"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":doc:`Börja ta emot biljetter <receiving_tickets>`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/reports.rst:215
|
|
|
|
|
msgid ":doc:`Odoo reporting <../../../essentials/reporting>`"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":doc:`Odoo-rapportering <../../../essentials/reporting>`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:3
|
|
|
|
|
msgid "Service level agreements (SLA)"
|
|
|
|
|
msgstr "Avtal om servicenivå (SLA)"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:8
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"A *service level agreement* (SLA) defines the level of support a customer "
|
|
|
|
|
"can expect from a service provider. |SLAs| provide a timeline that tells "
|
|
|
|
|
"customers when they can expect results and keeps the support team on target."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:13
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"The *SLA Policies* feature is enabled by default on newly created "
|
|
|
|
|
"**Helpdesk** teams."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:15
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To turn off the feature, or edit the working hours, navigate to "
|
|
|
|
|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Click on"
|
|
|
|
|
" a team to open that team's configuration page."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att stänga av funktionen, eller redigera arbetstiderna, gå till "
|
|
|
|
|
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Klicka "
|
|
|
|
|
"på ett team för att öppna teamets konfigurationssida."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:18
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"From here, scroll to the :guilabel:`Performance` section. To turn off the "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"|SLAs| feature for the team, clear the :guilabel:`SLA Policies` checkbox."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
|
|
|
|
msgid "View of a team page in Helpdesk focusing on the SLA Policies setting."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över en teamsida i Helpdesk med fokus på inställningen SLA-policyer."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:25
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Create a new SLA policy"
|
|
|
|
|
msgstr "Skapa en ny SLA-policy"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:27
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new policy, go to :menuselection:`Helpdesk app --> Configuration"
|
|
|
|
|
" --> SLA Policies`, and click :guilabel:`New`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa en ny policy, gå till :menuselection:`Helpdesk app --> "
|
|
|
|
|
"Configuration --> SLA Policies`, och klicka på :guilabel:`New`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:30
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Alternatively, go to :menuselection:`Helpdesk app --> Configuration --> "
|
|
|
|
|
"Helpdesk Teams`, and click on a team. Then, click the :guilabel:`SLA "
|
|
|
|
|
"Policies` smart button at the top of the team's settings page, and click "
|
|
|
|
|
":guilabel:`New`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Alternativt kan du gå till :menuselection:`Helpdesk app --> Configuration "
|
|
|
|
|
"--> Helpdesk Teams` och klicka på ett team. Klicka sedan på den smarta "
|
|
|
|
|
"knappen :guilabel:`SLA Policies` högst upp på teamets inställningssida och "
|
|
|
|
|
"klicka sedan på :guilabel:`New`."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:34
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"On the blank |SLA| policy form, enter a :guilabel:`Title` and a "
|
|
|
|
|
":guilabel:`Description` for the new policy, and proceed to fill out the form"
|
|
|
|
|
" using the steps below."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:38
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Define the criteria for an SLA policy"
|
|
|
|
|
msgstr "Definiera kriterierna för en SLA-policy"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:40
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Criteria` section is used to identify which tickets this "
|
|
|
|
|
"policy is applied to."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Avsnittet :guilabel:`Criteria` används för att identifiera vilka biljetter "
|
|
|
|
|
"denna policy tillämpas på."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:42
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Fill out the following fields to adjust the selection criteria:"
|
|
|
|
|
msgstr "Fyll i följande fält för att justera urvalskriterierna:"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:45
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Unless otherwise indicated, multiple selections can be made for each field."
|
|
|
|
|
msgstr "Om inget annat anges kan flera val göras för varje fält."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:47
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
":guilabel:`Helpdesk Team`: A policy can only be applied to one team. *This "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"field is required.*"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:48
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
":guilabel:`Priority`: The priority level for a ticket is identified by "
|
|
|
|
|
"selecting one, two, or three of the :icon:`fa-star-o` :guilabel:`(star)` "
|
|
|
|
|
"icons, representing the priority level on the Kanban card or on the ticket "
|
|
|
|
|
"itself. The |SLA| is **only** applied after the priority level has been "
|
|
|
|
|
"updated on the ticket to match the |SLA| criteria. If no selection is made "
|
|
|
|
|
"in this field, this policy only applies to tickets marked as `Low Priority`,"
|
|
|
|
|
" meaning those with zero :icon:`fa-star-o` :guilabel:`(star)` icons."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:54
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
":guilabel:`Tags`: Tags are used to indicate what the ticket is about. "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"Multiple tags can be applied to a single ticket."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:56
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
":guilabel:`Customers`: Individual contacts or companies may be selected in "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"this field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:57
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
":guilabel:`Services`: This field is available only if a team has the "
|
|
|
|
|
"**Timesheets** app enabled. This allows the ticket to link directly to a "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"specific line on a sales order, which must be indicated on the ticket in the"
|
|
|
|
|
" :guilabel:`Sales Order Items` field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:62
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"A support team needs to address urgent issues for VIP customers within one "
|
|
|
|
|
"business day."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ett supportteam måste kunna hantera akuta problem för VIP-kunder inom en "
|
|
|
|
|
"arbetsdag."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:64
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The new policy, titled `8 Hours to close`, is assigned to the `VIP Support` "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"team. It **only** applies to tickets that are assigned three :icon:`fa-"
|
|
|
|
|
"star-o` :guilabel:`(star)` icons, which equates to an `Urgent` priority "
|
|
|
|
|
"level."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:68
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"At the same time, the tickets can be related to multiple issues, so the "
|
|
|
|
|
"policy applies to tickets with `Repair`, `Service`, or `Emergency` tags."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Samtidigt kan ärendena vara relaterade till flera olika problem, så policyn "
|
|
|
|
|
"gäller ärenden med taggarna `Repair`, `Service` eller `Emergency`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a new SLA policy record with all the relevant information entered."
|
|
|
|
|
msgstr "Vy över en ny SLA-policypost med all relevant information inlagd."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:75
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Establish a target for an SLA policy"
|
|
|
|
|
msgstr "Fastställa ett mål för en SLA-policy"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:77
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"A *target* is the stage a ticket needs to reach, and the time allotted to "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"reach that stage, in order to satisfy the |SLA| policy. Any stage assigned "
|
|
|
|
|
"to a team may be selected for the :guilabel:`Reach Stage` field."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:81
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Time spent in stages selected in the :guilabel:`Excluding Stages` field are "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"**not** included in the calculation of the |SLA| deadline."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:85
|
|
|
|
|
msgid ""
|
|
|
|
|
"An |SLA| titled `8 Hours to Close` tracks the working time before a ticket "
|
|
|
|
|
"is completed, and would have `Solved` as the :guilabel:`Reach Stage`. "
|
|
|
|
|
"Simultaneously, an |SLA| titled `2 Days to Start` tracks the working time "
|
|
|
|
|
"before work on a ticket has begun, and would have `In Progress` as the "
|
|
|
|
|
":guilabel:`Reach Stage`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:91
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Meet SLA deadlines"
|
|
|
|
|
msgstr "Uppfylla SLA-tidsfrister"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:93
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"As soon as it is determined that a ticket fits the criteria of an |SLA| "
|
|
|
|
|
"policy, a deadline is calculated. The deadline is based on the creation date"
|
|
|
|
|
" of the ticket, as well as the targeted working hours."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:98
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"The value indicated next to the :guilabel:`Working Hours` field of an |SLA| "
|
|
|
|
|
"policy is used to determine the deadline. By default, this is determined by "
|
|
|
|
|
"the value set in the :guilabel:`Company Working Hours` field under "
|
|
|
|
|
":menuselection:`Settings app --> Employees --> Work Organization`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:102
|
|
|
|
|
msgid ""
|
|
|
|
|
"The deadline is then added to the ticket, as well as a tag indicating the "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"name of the |SLAs| applied."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a ticket's form emphasizing an open SLA deadline on a ticket in Odoo"
|
|
|
|
|
" Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy av ett ärendeformulär som betonar en öppen SLA-deadline på ett ärende i "
|
|
|
|
|
"Odoo Helpdesk."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:108
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"When a ticket satisfies an |SLA| policy, the |SLA| tag turns green, and the "
|
|
|
|
|
"deadline disappears from view on the ticket."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
|
|
|
msgid "View of a ticket's form emphasizing a satisfied SLA in Odoo Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över ett ärendeformulär som betonar ett uppfyllt SLA i Odoo Helpdesk."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:115
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"If a ticket fits the criteria for more than one |SLA|, the earliest "
|
|
|
|
|
"occurring deadline is displayed on the ticket. After that deadline has "
|
|
|
|
|
"passed, the next deadline is displayed."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:118
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"If the |SLA| deadline passes and the ticket has not moved to the "
|
|
|
|
|
":guilabel:`Reach Stage`, the |SLA| tag turns red. After the |SLA| has "
|
|
|
|
|
"failed, the red tag stays on the ticket, even after the ticket is moved to "
|
|
|
|
|
"the :guilabel:`Reach Stage`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a ticket's form with a failing and passing SLA in Odoo Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över ett ärendeformulär med en misslyckad och godkänd SLA i Odoo "
|
|
|
|
|
"Helpdesk."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:128
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Analyze SLA performance"
|
|
|
|
|
msgstr "Objekta SLA-prestanda"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:130
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"The :guilabel:`SLA Status Analysis` report tracks how quickly an |SLA| is "
|
|
|
|
|
"fulfilled, as well as the performance of individual team members. Navigate "
|
|
|
|
|
"to the report, and corresponding pivot table, by going to "
|
|
|
|
|
":menuselection:`Helpdesk app --> Reporting --> SLA Status Analysis`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:137
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"By default, the report displays in a :guilabel:`Pivot` view. Any |SLA| "
|
|
|
|
|
"policies in the database with tickets that failed to fulfill a policy, are "
|
|
|
|
|
"in progress, or have satisfied a policy are listed. By default, they are "
|
|
|
|
|
"grouped by team and ticket count."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:144
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The pivot view aggregates data, which can be manipulated by adding measures "
|
|
|
|
|
"and filters."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Pivotvyn aggregerar data som kan manipuleras genom att lägga till mått och "
|
|
|
|
|
"filter."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:146
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To change the display, or add additional measurements, click the "
|
|
|
|
|
":guilabel:`Measures` button to reveal a drop-down menu of reporting "
|
|
|
|
|
"criteria, and choose from the options available."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om du vill ändra visningen eller lägga till ytterligare mätningar klickar du"
|
|
|
|
|
" på knappen :guilabel:`Mätningar` för att visa en rullgardinsmeny med "
|
|
|
|
|
"rapporteringskriterier och väljer bland de tillgängliga alternativen."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:149
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"Whenever a measurement is picked, a :icon:`fa-check` :guilabel:`(check)` "
|
|
|
|
|
"icon appears in the drop-down menu to indicate that the measurement is "
|
|
|
|
|
"included, and a corresponding new column emerges in the pivot table to show "
|
|
|
|
|
"the relevant calculations."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
|
|
|
msgid "View of the available measures in the SLA status analysis report."
|
|
|
|
|
msgstr "Vy över tillgängliga åtgärder i SLA-statusanalysrapporten."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:156
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"To add a group to a row or column, click the :icon:`fa-plus-square` "
|
|
|
|
|
":guilabel:`(plus)` icon next to the policy name and then select one of the "
|
|
|
|
|
"groups. To remove one, click the :icon:`fa-minus-square-o` "
|
|
|
|
|
":guilabel:`(minus)` icon next to the policy name."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of the available group by options in the SLA status analysis report."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över de tillgängliga gruppalternativen i rapporten för analys av SLA-"
|
|
|
|
|
"status."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:166
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"Switch to the graph view by selecting the :icon:`fa-area-chart` "
|
|
|
|
|
":guilabel:`(graph view)` icon at the top of the screen. To switch between "
|
|
|
|
|
"the different charts, select the *related icon* at the top of the chart, "
|
|
|
|
|
"while in graph view."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:172
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Bar Chart"
|
|
|
|
|
msgstr "Stapeldiagram"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:177
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"A bar chart can deal with larger data sets and compare data across several "
|
|
|
|
|
"categories."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ett stapeldiagram kan hantera större datamängder och jämföra data över flera"
|
|
|
|
|
" kategorier."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:179
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Line Chart"
|
|
|
|
|
msgstr "Linjediagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
|
|
|
|
msgid "View of the SLA status analysis report in line view."
|
|
|
|
|
msgstr "Vy över analysrapporten för SLA-status i linjevy."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:184
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "A line chart can visualize data trends or changes over time."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ett linjediagram kan visualisera datatrender eller förändringar över tid."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:186
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Pie Chart"
|
|
|
|
|
msgstr "Cirkeldiagram"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
|
|
|
|
msgid "View of the SLA status analysis report in pie chart view."
|
|
|
|
|
msgstr "Vy över analysrapporten för SLA-status i cirkeldiagramvy."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:191
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "A pie chart compares data among a small number of categories."
|
|
|
|
|
msgstr "I ett cirkeldiagram jämförs data i ett litet antal kategorier."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
|
|
|
|
msgid "View of the SLA status analysis report in bar view, stacked."
|
|
|
|
|
msgstr "Vy över analysrapporten för SLA-status i stapelvy, staplad."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:203
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "Cohort view"
|
|
|
|
|
msgstr "Kohortvy"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:205
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"The *cohort* view is used to track the changes in data over a period of "
|
|
|
|
|
"time. To display the :guilabel:`SLA Status Analysis` report in a cohort "
|
|
|
|
|
"view, click the :icon:`oi-view-cohort` :guilabel:`(cohort)` icon, next to "
|
|
|
|
|
"the other view options."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:212
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "View of the SLA status analysis report in cohort view."
|
|
|
|
|
msgstr "Vy över SLA-statusanalysrapporten i kohortvy."
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:212
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid "The cohort view examines the life cycle of data over time."
|
|
|
|
|
msgstr "Kohortvyn undersöker livscykeln för data över tid."
|
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|
2025-02-02 08:44:15 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/sla.rst:215
|
2024-09-29 07:43:41 +07:00
|
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msgid ":ref:`Reporting views <reporting/views>`"
|
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msgstr ":ref:`Rapportering av vyer <reporting/views>`"
|
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|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/sla.rst:216
|
2024-09-29 07:43:41 +07:00
|
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msgid ""
|
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|
":doc:`Allow customers to close their tickets "
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|
"</applications/services/helpdesk/advanced/close_tickets>`"
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msgstr ""
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":doc:`Tillåt kunder att stänga sina ärenden "
|
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|
"</applications/services/helpdesk/advanced/close_tickets>`"
|
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|
2025-01-05 08:44:31 +07:00
|
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|
#: ../../content/applications/services/helpdesk/overview/stages.rst:3
|
|
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|
msgid "Stages"
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|
msgstr "Stadier"
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|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:5
|
|
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|
msgid ""
|
|
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|
|
"*Stages* are used to organize the **Helpdesk** pipeline and track the "
|
|
|
|
|
"progress of tickets. Stages are customizable, and can be renamed to fit the "
|
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|
|
|
"needs of each team."
|
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msgstr ""
|
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|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:9
|
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|
msgid "Create or modify stages"
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|
|
msgstr "Skapa eller modifiera steg"
|
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|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:12
|
|
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|
|
msgid ""
|
|
|
|
|
":ref:`Developer mode <developer-mode>` **must** be activated to access the "
|
|
|
|
|
"stages menu. To activate developer mode, go to :menuselection:`Settings app "
|
|
|
|
|
"--> General Settings --> Developer Tools`, and click :guilabel:`Activate the"
|
|
|
|
|
" developer mode`."
|
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|
msgstr ""
|
|
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|
|
":ref:`Utvecklarläge <utvecklarläge>` **måste** vara aktiverat för att komma "
|
|
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|
|
"åt stegmenyn. För att aktivera utvecklarläget, gå till "
|
|
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|
|
":menuselection:`Inställningsapp --> Allmänna inställningar --> "
|
|
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|
|
"Utvecklarverktyg`, och klicka på :guilabel:`Aktivera utvecklarläget`."
|
|
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|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:16
|
|
|
|
|
msgid ""
|
|
|
|
|
"To view or modify **Helpdesk** stages, go to :menuselection:`Helpdesk app "
|
|
|
|
|
"--> Configuration --> Stages`."
|
|
|
|
|
msgstr ""
|
|
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|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:19
|
|
|
|
|
msgid ""
|
|
|
|
|
"The default list view on the :guilabel:`Stages` page displays the stages "
|
|
|
|
|
"currently available in the **Helpdesk** app. They are listed in the order "
|
|
|
|
|
"they appear in the pipeline."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:22
|
|
|
|
|
msgid ""
|
|
|
|
|
"To change the order of the stages, click the :icon:`oi-draggable` "
|
|
|
|
|
":guilabel:`(draggable)` icon, to the left of the stage name, and drag it to "
|
|
|
|
|
"the desired place on the list."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of the stage list page emphasizing the buttons used to change the order the stages\n"
|
|
|
|
|
"appear in the list."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över sidan med etapplistan som visar de knappar som används för att ändra ordningen\n"
|
|
|
|
|
"visas i listan."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:30
|
|
|
|
|
msgid ""
|
|
|
|
|
"Change the stage order on the Kanban view of a **Helpdesk** team's pipeline "
|
|
|
|
|
"by dragging and dropping individual columns."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new stage, click the :guilabel:`New` button at the top-left of "
|
|
|
|
|
"the stage list. Doing so reveals a blank stage form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa en ny scen klickar du på knappen :guilabel:`Ny` längst upp "
|
|
|
|
|
"till vänster i scenlistan. När du gör det visas ett tomt scenformulär."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:36
|
|
|
|
|
msgid "Choose a :guilabel:`Name` for the new stage."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst-1
|
|
|
|
|
msgid "View of a stage's settings page in Odoo Helpdesk."
|
|
|
|
|
msgstr "Vy över ett stadiums inställningssida i Odoo Helpdesk."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:42
|
|
|
|
|
msgid "Add email and SMS templates to stages"
|
|
|
|
|
msgstr "Lägg till e-post- och SMS-mallar i steg"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:44
|
|
|
|
|
msgid ""
|
|
|
|
|
"When an :guilabel:`Email Template` is added to a stage, a preconfigured "
|
|
|
|
|
"email is automatically sent to the customer when a ticket reaches that "
|
|
|
|
|
"specific stage in the pipeline. Likewise, adding an :guilabel:`SMS Template`"
|
|
|
|
|
" triggers a preconfigured SMS text message to send to the customer."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"SMS text messaging is an :doc:`In-App Purchase (IAP) "
|
|
|
|
|
"</applications/essentials/in_app_purchase/>` service that requires prepaid "
|
|
|
|
|
"credits to work. Refer to `SMS Pricing FAQ <https://iap-"
|
|
|
|
|
"services.odoo.com/iap/sms/pricing>`_ for additional information."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:53
|
|
|
|
|
msgid ""
|
|
|
|
|
"To select an existing email template, select it from the :guilabel:`Email "
|
|
|
|
|
"Template` field. After choosing a template, click on the :icon:`oi-arrow-"
|
|
|
|
|
"right` :guilabel:`(right arrow)` icon to the right of the field to edit the "
|
|
|
|
|
"chosen template."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:57
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new template from this form, click the field, and enter a title "
|
|
|
|
|
"for the new template. Then, select :guilabel:`Create and edit` from the "
|
|
|
|
|
"drop-down menu that appears, and complete the form details."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:61
|
|
|
|
|
msgid ""
|
|
|
|
|
"Follow the same steps to select, edit, or create an :guilabel:`SMS "
|
|
|
|
|
"Template`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Följ samma steg för att välja, redigera eller skapa en :guilabel:`SMS-mall`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst-1
|
|
|
|
|
msgid "View of an SMS template setup page in Odoo Helpdesk."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:67
|
|
|
|
|
msgid ":doc:`/applications/general/companies/email_template`"
|
|
|
|
|
msgstr ":doc:`/applications/general/companies/email_template`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:70
|
|
|
|
|
msgid "Fold a stage"
|
|
|
|
|
msgstr "Fäll en scen"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:72
|
|
|
|
|
msgid ""
|
|
|
|
|
"By default, stages are unfolded in the Kanban view of either tickets "
|
|
|
|
|
"dashboard: :guilabel:`My Tickets` (:menuselection:`Helpdesk app --> Tickets "
|
|
|
|
|
"--> My Tickets`) or :guilabel:`All Tickets` (:menuselection:`Helpdesk app "
|
|
|
|
|
"--> Tickets --> All Tickets`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Som standard vecklas steg ut i Kanban-vyn i antingen ärendenas "
|
|
|
|
|
"instrumentpanel: :guilabel:`Mina ärenden` (:menuselection:`Helpdesk app --> "
|
|
|
|
|
"Ärenden --> Mina ärenden`) eller :guilabel:`Alla ärenden` "
|
|
|
|
|
"(:menuselection:`Helpdesk app --> Ärenden --> Alla ärenden`)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:76
|
|
|
|
|
msgid ""
|
|
|
|
|
"Tickets in an unfolded stage are visible in the pipeline under the stage "
|
|
|
|
|
"name, and are considered *open*."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Biljetter i ett utvecklat skede är synliga i pipelinen under skedenamnet och"
|
|
|
|
|
" betraktas som *öppna*."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:79
|
|
|
|
|
msgid ""
|
|
|
|
|
"Stages can be configured to be folded in the Kanban view of a tickets page."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:81
|
|
|
|
|
msgid ""
|
|
|
|
|
"The name of the folded stages are still visible, but the tickets in the "
|
|
|
|
|
"stage are hidden from view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:83
|
|
|
|
|
msgid ""
|
|
|
|
|
"To fold a stage, tick the :guilabel:`Folded in Kanban` checkbox on the "
|
|
|
|
|
":guilabel:`Stages` form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:86
|
|
|
|
|
msgid ""
|
|
|
|
|
"Tickets that reach a *folded* stage are considered *closed*. Closing a "
|
|
|
|
|
"ticket before the work is completed can result in reporting and "
|
|
|
|
|
"communication issues. This setting should **only** be enabled for stages "
|
|
|
|
|
"that are considered *closing* stages."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ärenden som når ett *veckat* stadium betraktas som *stängda*. Att stänga ett"
|
|
|
|
|
" ärende innan arbetet är slutfört kan leda till rapporterings- och "
|
|
|
|
|
"kommunikationsproblem. Denna inställning bör **endast** aktiveras för skeden"
|
|
|
|
|
" som anses vara *stängande* skeden."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:91
|
|
|
|
|
msgid "Temporarily fold a stage"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:93
|
|
|
|
|
msgid ""
|
|
|
|
|
"Stages can be temporarily folded in the Kanban view of the tickets pipeline,"
|
|
|
|
|
" as well."
|
|
|
|
|
msgstr "Steg kan också tillfälligt vikas i Kanban-vyn för ärendepipelinen."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:95
|
|
|
|
|
msgid ""
|
|
|
|
|
"View a specific team's pipeline by navigating to :menuselection:`Helpdesk "
|
|
|
|
|
"app`, and clicking the team's Kanban card."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Visa ett specifikt teams pipeline genom att navigera till "
|
|
|
|
|
":menuselection:`Helpdesk app` och klicka på teamets Kanban-kort."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:98
|
|
|
|
|
msgid ""
|
|
|
|
|
"Hover the cursor at the top of the desired stage to fold temporarily, then "
|
|
|
|
|
"click the :icon:`fa-gear` :guilabel:`(gear)` icon that appears, and select "
|
|
|
|
|
":guilabel:`Fold` from the drop-down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"Kanban view of a Helpdesk stage, with the temporary fold option emphasized."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Kanbanvy av ett Helpdesk-steg, med det tillfälliga vikningsalternativet "
|
|
|
|
|
"betonat."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:105
|
|
|
|
|
msgid ""
|
|
|
|
|
"Manually folding a stage from the Kanban view is temporary and does **not** "
|
|
|
|
|
"close the tickets in the stage."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Att manuellt fälla ett skede från Kanban-vyn är tillfälligt och stänger "
|
|
|
|
|
"**inte** ärendena i skedet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:109
|
|
|
|
|
msgid "Assign stages to a team"
|
|
|
|
|
msgstr "Tilldela steg till ett team"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/helpdesk/overview/stages.rst:111
|
|
|
|
|
msgid ""
|
|
|
|
|
"Make a selection in the :guilabel:`Helpdesk Teams` field on the "
|
|
|
|
|
":guilabel:`Stages` form. More than one team may be selected, since the same "
|
|
|
|
|
"stage can be assigned to multiple teams."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Gör ett val i fältet :guilabel:`Helpdesk Teams` i formuläret "
|
|
|
|
|
":guilabel:`Stages`. Fler än ett team kan väljas, eftersom samma scen kan "
|
|
|
|
|
"tilldelas flera team."
|
|
|
|
|
|
2024-09-29 07:43:41 +07:00
|
|
|
|
#: ../../content/applications/services/planning.rst:5
|
|
|
|
|
msgid "Planning"
|
|
|
|
|
msgstr "Planering"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:7
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Odoo Planning** allows you to plan your team's schedule and manage shifts "
|
|
|
|
|
"and resources."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Med **Odoo Planning** kan du planera ditt teams schema och hantera skift och"
|
|
|
|
|
" resurser."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:9
|
|
|
|
|
msgid ""
|
|
|
|
|
"Handling your team's planning comes with specific requirements that may vary"
|
|
|
|
|
" widely depending on your business needs. The following concepts were "
|
|
|
|
|
"introduced in Odoo Planning to meet those needs:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Att hantera ditt teams planering kommer med specifika krav som kan variera "
|
|
|
|
|
"mycket beroende på dina affärsbehov. Följande koncept introducerades i Odoo "
|
|
|
|
|
"Planning för att möta dessa behov:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:12
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Shifts** are dispatched to **resources**, which can be either :ref:`human "
|
|
|
|
|
"<planning/employees>` (employees) or :ref:`material <planning/materials>` "
|
|
|
|
|
"(e.g., equipment). The resources are assigned :ref:`roles <planning/roles>`,"
|
|
|
|
|
" which allows for organization of work within the team."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Arbetsskift** skickas till **resurser**, som kan vara antingen "
|
|
|
|
|
":ref:`människa <planering/anställda>` (anställda) eller :ref:`material "
|
|
|
|
|
"<planering/material>` (t.ex. utrustning). Resurserna tilldelas :ref:`roller "
|
|
|
|
|
"<planering/roller>`, vilket gör det möjligt att organisera arbetet inom "
|
|
|
|
|
"teamet."
|
|
|
|
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#: ../../content/applications/services/planning.rst:16
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msgid ""
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|
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|
"Once the initial configuration is done, :ref:`planning shifts "
|
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|
|
"<planning/shifts>` can be done manually or automated by using the :ref:`Auto"
|
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|
" Plan <planning/open-shifts>` feature."
|
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msgstr ""
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"När den inledande konfigurationen är klar kan :ref:`planering av skift "
|
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|
"<planering/skift>` göras manuellt eller automatiseras med hjälp av "
|
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"funktionen :ref:`Auto Plan <planering/öppna skift>`."
|
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|
#: ../../content/applications/services/planning.rst:19
|
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msgid ""
|
|
|
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|
"An integration between the Planning and Sales apps allows the linking of "
|
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|
|
|
"sold services to roles and shifts in Planning. Additionally, integration "
|
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|
"with :doc:`Project <project>` allows dedicating shifts, and thus time and "
|
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|
"resources, to specific projects."
|
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msgstr ""
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"En integration mellan planerings- och försäljningsapparna gör det möjligt "
|
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|
"att koppla sålda tjänster till roller och skift i planeringen. Integrationen"
|
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" med :doc:`Project <project>` gör det dessutom möjligt att tilldela skift, "
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"och därmed tid och resurser, till specifika projekt."
|
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#: ../../content/applications/services/planning.rst:24
|
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msgid "`Odoo tutorials: Planning <https://www.odoo.com/slides/planning-60>`_"
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msgstr ""
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"`Odoo handledning: Planering <https://www.odoo.com/slides/planning-60>`_"
|
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#: ../../content/applications/services/planning.rst:34
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|
msgid "Roles"
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msgstr "Roller"
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|
#: ../../content/applications/services/planning.rst:36
|
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msgid ""
|
|
|
|
|
"To define the roles your resources perform (e.g., chef, bartender, waiter), "
|
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|
"go to :menuselection:`Planning --> Configuration --> Roles`, then click "
|
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|
":guilabel:`New`, and fill in the :guilabel:`Name` (e.g., assistant, "
|
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|
|
|
"receptionist, manager). Then, choose the :guilabel:`Resources` that will "
|
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|
"perform this role. Resources can be either :ref:`Employees "
|
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|
|
"<planning/employees>` or :ref:`Materials <planning/materials>`."
|
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msgstr ""
|
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|
"För att definiera vilka roller dina resurser ska ha (t.ex. kock, bartender, "
|
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|
|
|
"servitör), gå till :menuselection:`Planering --> Konfiguration --> Roller`, "
|
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|
"klicka sedan på :guilabel:`Ny`, och fyll i :guilabel:`Namn` (t.ex. "
|
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|
|
"assistent, receptionist, chef). Välj sedan de :guilabel:`Resurser` som ska "
|
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|
|
"utföra denna roll. Resurser kan vara antingen :ref:`Medarbetare "
|
|
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|
|
"<planering/medarbetare>` eller :ref:`Material <planering/material>`."
|
|
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|
|
|
#: ../../content/applications/services/planning.rst:43
|
|
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|
msgid ""
|
|
|
|
|
"If the Sales app is installed in your database, the :guilabel:`Services` "
|
|
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|
|
"field appears, allowing you to specify which roles are needed to perform "
|
|
|
|
|
"services so that the shifts are dispatched to the right person."
|
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msgstr ""
|
|
|
|
|
"Om Sales-appen är installerad i din databas visas fältet "
|
|
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|
|
":guilabel:`Services`, där du kan ange vilka roller som behövs för att utföra"
|
|
|
|
|
" tjänster så att arbetspassen skickas till rätt person."
|
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|
|
#: ../../content/applications/services/planning.rst:46
|
|
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|
|
msgid ""
|
|
|
|
|
"Roles are taken into account when using the :ref:`Auto Plan feature "
|
|
|
|
|
"<planning/open-shifts>`."
|
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|
msgstr ""
|
|
|
|
|
"Hänsyn tas till roller vid användning av :ref:`Auto Plan-funktionen "
|
|
|
|
|
"<planering/öppna skift>`."
|
|
|
|
|
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|
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|
|
#: ../../content/applications/services/planning.rst:49
|
|
|
|
|
msgid "Property fields and roles"
|
|
|
|
|
msgstr "Egenskapsfält och roller"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:51
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Property fields** allow you to add custom fields to forms across several "
|
|
|
|
|
"Odoo applications. Planning includes the possibility of adding property "
|
|
|
|
|
"fields linked to roles to shifts."
|
|
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|
|
msgstr ""
|
|
|
|
|
"Med **Egenskapsfält** kan du lägga till anpassade fält i formulär i flera "
|
|
|
|
|
"Odoo-applikationer. Planering inkluderar möjligheten att lägga till "
|
|
|
|
|
"egenskapsfält kopplade till roller till skift."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:54
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a property field, switch to the list view from any schedule. From "
|
|
|
|
|
"there, click :guilabel:`View` on the shift that you wish to edit. If the "
|
|
|
|
|
":guilabel:`Role` field is empty, fill it in with the desired role, then "
|
|
|
|
|
"click the cog icon and select :guilabel:`Add Properties`. :doc:`Configure "
|
|
|
|
|
"<../productivity/knowledge/properties>` the new field according to your "
|
|
|
|
|
"needs."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa ett egenskapsfält, växla till listvyn från valfritt schema. "
|
|
|
|
|
"Klicka sedan på :guilabel:`View` på det arbetspass som du vill redigera. Om "
|
|
|
|
|
"fältet :guilabel:`Roll` är tomt, fyll i det med önskad roll, klicka sedan på"
|
|
|
|
|
" kugghjulsikonen och välj :guilabel:`Lägg till egenskaper`. "
|
|
|
|
|
":doc:`Konfigurera <../productivity/knowledge/properties>` det nya fältet "
|
|
|
|
|
"enligt dina behov."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst-1
|
|
|
|
|
msgid "Creating a new property field in Planning."
|
|
|
|
|
msgstr "Skapande av ett nytt fastighetsområde inom planering."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:62
|
|
|
|
|
msgid ""
|
|
|
|
|
"The property field is linked to the role and is included in the shift form "
|
|
|
|
|
"of all shifts performed by this role."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Fastighetsfältet är kopplat till rollen och ingår i skiftformuläret för alla"
|
|
|
|
|
" skift som utförs av denna roll."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:66
|
|
|
|
|
msgid "Some of the use cases of role property fields include:"
|
|
|
|
|
msgstr "Några av användningsområdena för rollegenskapsfält inkluderar:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:68
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Accreditation**: for roles that require a specific permit (e.g., driving "
|
|
|
|
|
"license)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Accreditation**: för roller som kräver ett särskilt tillstånd (t.ex. "
|
|
|
|
|
"körkort)"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:69
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Location**: in companies that operate in multiple locations (e.g., shops "
|
|
|
|
|
"or restaurants)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Location**: i företag som är verksamma på flera platser (t.ex. butiker "
|
|
|
|
|
"eller restauranger)"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:70
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Language**: in a multi-lingual environment (e.g., consulting company)"
|
|
|
|
|
msgstr "**Språk**: i en flerspråkig miljö (t.ex. ett konsultföretag)"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:75
|
|
|
|
|
msgid "Employees"
|
|
|
|
|
msgstr "Anställda"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:77
|
|
|
|
|
msgid "All employees can be included in the planning and assigned shifts."
|
|
|
|
|
msgstr "Alla medarbetare kan inkluderas i planeringen och tilldelas skift."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:79
|
|
|
|
|
msgid ""
|
|
|
|
|
"To adapt the employee's planning settings, go to :menuselection:`Planning "
|
|
|
|
|
"--> Configuration --> Employees`, and choose the employee for whom you want "
|
|
|
|
|
"to edit the settings. Then, go to the :guilabel:`Work Information` tab."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att anpassa den anställdes planeringsinställningar går du till "
|
|
|
|
|
":menuselection:`Planering --> Konfiguration --> Anställda` och väljer den "
|
|
|
|
|
"anställde som du vill redigera inställningarna för. Gå sedan till fliken "
|
|
|
|
|
":guilabel:`Arbetsinformation`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst-1
|
|
|
|
|
msgid "Employee profile and the work information tab."
|
|
|
|
|
msgstr "Medarbetarprofil och fliken Arbetsinformation."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:87
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can do the same from the **Employees** app, which is installed by "
|
|
|
|
|
"default along with Planning."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Du kan göra samma sak från appen **Employees**, som installeras som standard"
|
|
|
|
|
" tillsammans med Planning."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:90
|
|
|
|
|
msgid ""
|
|
|
|
|
"Two sections of the employee's :guilabel:`Work Information` tab have an "
|
|
|
|
|
"impact on Planning: :guilabel:`Schedule` (namely, the :guilabel:`Working "
|
|
|
|
|
"Hours` field) and :guilabel:`Planning`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Två avsnitt på den anställdes flik :guilabel:`Work Information` påverkar "
|
|
|
|
|
"planeringen: :guilabel:`Schedule` (dvs. fältet :guilabel:`Working Hours`) "
|
|
|
|
|
"och :guilabel:`Planning`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:94
|
|
|
|
|
msgid "Working hours"
|
|
|
|
|
msgstr "Arbetstid"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:96
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Working Hours` are taken into account when the "
|
|
|
|
|
":guilabel:`Allocated Time` and its percentage is calculated for :ref:`shifts"
|
|
|
|
|
" <planning/templates>`. If the :guilabel:`Working Hours` field is left "
|
|
|
|
|
"blank, the employee is considered to be working flexible hours."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Hänsyn tas till :guilabel:`Arbetstid` när :guilabel:`Tilldelad tid` och dess"
|
|
|
|
|
" procentandel beräknas för :ref:`skift <planering/templates>`. Om fältet "
|
|
|
|
|
":guilabel:`Arbetstid` lämnas tomt, anses den anställde ha flexibla "
|
|
|
|
|
"arbetstider."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:100
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create individual :guilabel:`Working Hours`, for example, for employees "
|
|
|
|
|
"working part-time, click :guilabel:`Search more...`, then :guilabel:`New`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa individuella :guilabel:`Arbetstider`, till exempel för "
|
|
|
|
|
"anställda som arbetar deltid, klicka på :guilabel:`Sök mer...`, sedan "
|
|
|
|
|
":guilabel:`Ny`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:104
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Working Hours` and the :guilabel:`Allocated Time` in Planning"
|
|
|
|
|
" can impact **Payroll**, if the employee's contract is configured to "
|
|
|
|
|
"generate work entries based on shifts."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Arbetstid` och :guilabel:`Tilldelad tid` i Planering kan påverka "
|
|
|
|
|
"**Lön**, om den anställdes kontrakt är konfigurerat för att generera "
|
|
|
|
|
"arbetsuppgifter baserat på skift."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:108
|
|
|
|
|
msgid ""
|
|
|
|
|
":ref:`Payroll documentation on working schedules <payroll/working-times>`"
|
|
|
|
|
msgstr ":ref:`Lönedokumentation om arbetsscheman <payroll/working-times>`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:111
|
|
|
|
|
msgid "Planning roles"
|
|
|
|
|
msgstr "Planering av roller"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:113
|
|
|
|
|
msgid "Once an employee has one or more :guilabel:`Roles`:"
|
|
|
|
|
msgstr "När en anställd har en eller flera :guilabel:`Roller`:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:115
|
|
|
|
|
msgid ""
|
|
|
|
|
"When creating a shift for this employee, only the shift templates from the "
|
|
|
|
|
"roles chosen in this field are displayed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När du skapar ett arbetspass för den här medarbetaren visas endast "
|
|
|
|
|
"arbetspassmallarna från de roller som valts i det här fältet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:117
|
|
|
|
|
msgid ""
|
|
|
|
|
"When a schedule is published, the employee is only notified of open shifts "
|
|
|
|
|
"for the roles that are assigned to them."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När ett schema publiceras meddelas medarbetaren endast om lediga arbetspass "
|
|
|
|
|
"för de roller som tilldelats dem."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:119
|
|
|
|
|
msgid ""
|
|
|
|
|
"When auto-assigning open shifts or planning sales orders, the employee is "
|
|
|
|
|
"only assigned shifts for the roles assigned to them."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vid automatisk tilldelning av öppna arbetspass eller planering av "
|
|
|
|
|
"försäljningsorder tilldelas den anställde endast arbetspass för de roller "
|
|
|
|
|
"som tilldelats dem."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:122
|
|
|
|
|
msgid "Additionally, when a :guilabel:`Default role` is defined:"
|
|
|
|
|
msgstr "Dessutom, när en :guilabel:`Default role` är definierad:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:124
|
|
|
|
|
msgid ""
|
|
|
|
|
"When creating a shift for the employee, the default role is automatically "
|
|
|
|
|
"selected."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När du skapar ett arbetspass för den anställde väljs standardrollen "
|
|
|
|
|
"automatiskt."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:125
|
|
|
|
|
msgid ""
|
|
|
|
|
"This role also has precedence over the other roles of the employee when "
|
|
|
|
|
"auto-assigning open shifts or planning sales orders."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Denna roll har också företräde framför den anställdes andra roller vid "
|
|
|
|
|
"automatisk tilldelning av öppna skift eller planering av försäljningsorder."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:129
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the Planning roles fields are left empty, there are no restrictions in "
|
|
|
|
|
"the shift templates and open shifts shared with the employee. However, it’s "
|
|
|
|
|
"not possible to use the **Auto Plan** feature for employee with no roles."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om fälten Planeringsroller lämnas tomma finns det inga begränsningar i de "
|
|
|
|
|
"skiftmallar och öppna skift som delas med den anställde. Det är dock inte "
|
|
|
|
|
"möjligt att använda funktionen **Auto Plan** för anställda utan roller."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:136
|
|
|
|
|
msgid "Materials"
|
|
|
|
|
msgstr "Material"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:138
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Materials** are resources that can be assigned shifts and working hours "
|
|
|
|
|
"but are not employees. For example, a construction company could use "
|
|
|
|
|
"materials to create shifts for shared machines (e.g., cranes, forklifts)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Material** är resurser som kan tilldelas skift och arbetstid men som inte "
|
|
|
|
|
"är anställda. Ett byggföretag kan t.ex. använda material för att skapa skift"
|
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|
|
" för delade maskiner (t.ex. kranar, gaffeltruckar)."
|
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|
|
|
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|
|
|
#: ../../content/applications/services/planning.rst:142
|
|
|
|
|
msgid ""
|
|
|
|
|
"Similarly to employees, materials can be assigned roles and working time."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"På samma sätt som anställda kan material tilldelas roller och arbetstid."
|
|
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|
|
|
#: ../../content/applications/services/planning.rst:147
|
|
|
|
|
msgid "Shift templates"
|
|
|
|
|
msgstr "Mallar för skift"
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:149
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a shift template, click :guilabel:`New` on any schedule, then fill"
|
|
|
|
|
" in the :ref:`details of the shift <planning/create-shift>`. In order for "
|
|
|
|
|
"the shift to be saved as a template, tick :guilabel:`Save as Template`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa en skiftmall, klicka på :guilabel:`Ny` på valfritt schema och "
|
|
|
|
|
"fyll sedan i :ref:`detaljer för skiftet <planering/skapa-skift>`. Om du vill"
|
|
|
|
|
" spara arbetspasset som en mall markerar du :guilabel:`Spara som mall`."
|
|
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|
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|
|
#: ../../content/applications/services/planning.rst-1
|
|
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|
|
msgid "Shift form with the option `save template` ticked."
|
|
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|
|
msgstr "Skift formulär med alternativet `spar mall` ikryssat."
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:156
|
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|
|
msgid ""
|
|
|
|
|
"Alternatively, you can go to :menuselection:`Planning --> Configuration --> "
|
|
|
|
|
"Shift Templates`, then click :guilabel:`New`. Fill in the :guilabel:`Start "
|
|
|
|
|
"Hour` and :guilabel:`Shift Duration`. The shift’s :guilabel:`End Time` is "
|
|
|
|
|
"then calculated based on the :guilabel:`Working Hours`, taking into account "
|
|
|
|
|
"working time as well as breaks."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Alternativt kan du gå till :menuselection:`Planering --> Konfiguration --> "
|
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|
|
"Skiftmallar` och sedan klicka på :guilabel:`Ny`. Fyll i :guilabel:`Starttid`"
|
|
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|
|
" och :guilabel:`Skiftlängd`. Skiftets :guilabel:`End Time` beräknas sedan "
|
|
|
|
|
"baserat på :guilabel:`Working Hours`, med hänsyn till arbetstid och raster."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:162
|
|
|
|
|
msgid ""
|
|
|
|
|
"The employee's working hours are Monday to Friday, 8 am to 5 pm, with a "
|
|
|
|
|
"break between 12 and 1 pm."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Arbetstagarens arbetstid är måndag till fredag, kl. 8.00-17.00, med rast "
|
|
|
|
|
"mellan kl. 12.00 och 13.00."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:165
|
|
|
|
|
msgid ""
|
|
|
|
|
"Creating a shift template with a start hour of 9 am and a duration of 8 "
|
|
|
|
|
"hours will result in the end hour being 5 pm, based on the working hours and"
|
|
|
|
|
" the 1-hour break."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om du skapar en skiftmall med en starttid på 9.00 och en varaktighet på 8 "
|
|
|
|
|
"timmar kommer sluttiden att vara 17.00, baserat på arbetstiden och 1 timmes "
|
|
|
|
|
"rast."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:167
|
|
|
|
|
msgid ""
|
|
|
|
|
"Creating a shift template with a start hour of 10 am and a duration of 10 "
|
|
|
|
|
"hours will result in the end hour of 10 am the following day, as the company"
|
|
|
|
|
" is closed at 5 pm according to the working hours."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om du skapar en skiftmall med en starttid på 10:00 och en varaktighet på 10 "
|
|
|
|
|
"timmar kommer sluttiden att vara 10:00 följande dag, eftersom företaget "
|
|
|
|
|
"stänger kl. 17:00 enligt arbetstiderna."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:171
|
|
|
|
|
msgid "Additionally, for each shift template, you can also configure:"
|
|
|
|
|
msgstr "För varje skiftmall kan du dessutom konfigurera följande:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:173
|
|
|
|
|
msgid ":guilabel:`Role`: to link the shift to this specific role."
|
|
|
|
|
msgstr ":guilabel:`Role`: för att koppla skiftet till denna specifika roll."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:174
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Project`: to keep track of shifts that are dedicated to work on a"
|
|
|
|
|
" project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Project`: för att hålla reda på skift som är dedikerade till att "
|
|
|
|
|
"arbeta med ett projekt."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:179
|
|
|
|
|
msgid "Planning shifts"
|
|
|
|
|
msgstr "Planering av skift"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:181
|
|
|
|
|
msgid ""
|
|
|
|
|
"On opening the Planning app, the users see their own schedule. Users with "
|
|
|
|
|
"admin roles can also see :guilabel:`Schedule by Resource`, :guilabel:`Role`,"
|
|
|
|
|
" :guilabel:`Project`, or :guilabel:`Sales Order`, as well as reporting and "
|
|
|
|
|
"configuration menus."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När planeringsappen öppnas ser användarna sitt eget schema. Användare med "
|
|
|
|
|
"administratörsroller kan även se :guilabel:`Schedule by Resource`, "
|
|
|
|
|
":guilabel:`Role`, :guilabel:`Project`, eller :guilabel:`Sales Order`, samt "
|
|
|
|
|
"rapporterings- och konfigurationsmenyer."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:186
|
|
|
|
|
msgid ""
|
|
|
|
|
"The schedule is displayed in the Gantt view, which allows you to edit (with "
|
|
|
|
|
"a drag and drop), resize, split, and duplicate shifts without having to open"
|
|
|
|
|
" them."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Schemat visas i Gantt-vyn, vilket gör att du kan redigera (med dra och "
|
|
|
|
|
"släpp), ändra storlek, dela och duplicera skift utan att behöva öppna dem."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst-1
|
|
|
|
|
msgid "A schedule displaying various visual elements."
|
|
|
|
|
msgstr "Ett schema med olika visuella element."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:192
|
|
|
|
|
msgid "The following visual elements are used on the shifts in the schedules:"
|
|
|
|
|
msgstr "Följande visuella element används på skiften i schemat:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:194
|
|
|
|
|
msgid "**Full color**: shifts that are planned and published."
|
|
|
|
|
msgstr "**Full colour**: skift som är planerade och publicerade."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:195
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Diagonal stripes**: shifts that are planned but have yet to be published."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Diagonala ränder**: skift som är planerade men ännu inte publicerade."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:196
|
|
|
|
|
msgid "**Grayed-out background**: employees that are on time off."
|
|
|
|
|
msgstr "**Gråtonad bakgrund**: anställda som är lediga."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:197
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Progress bar**: currently ongoing shifts with timesheets linked to them."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Framstegsstapel**: för närvarande pågående arbetspass med tidrapporter "
|
|
|
|
|
"kopplade till dem."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:198
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Grayed-out shift**: when copying shifts, the copied shifts are shown in "
|
|
|
|
|
"full color, whereas previously existing shifts are temporarily greyed out. "
|
|
|
|
|
"The color changes back to full color or diagonal stripes on the next refresh"
|
|
|
|
|
" of the page or by removing the filter."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Gråtonat arbetspass**: vid kopiering av arbetspass visas de kopierade "
|
|
|
|
|
"arbetspassen i full färg, medan tidigare befintliga arbetspass tillfälligt "
|
|
|
|
|
"är gråtonade. Färgen ändras tillbaka till fullfärg eller diagonala ränder "
|
|
|
|
|
"vid nästa uppdatering av sidan eller genom att ta bort filtret."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:205
|
|
|
|
|
msgid "Create a shift"
|
|
|
|
|
msgstr "Skapa ett skift"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:207
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a shift, go to any schedule, then click :guilabel:`New`. In the "
|
|
|
|
|
"pop-up window that opens, fill in the following details:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att skapa ett arbetspass, gå till valfritt schema och klicka sedan på "
|
|
|
|
|
":guilabel:`New`. Fyll i följande uppgifter i popup-fönstret som öppnas:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:210
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Templates**: If there is one or more templates existing in your database, "
|
|
|
|
|
"they are displayed in the upper section of the pop-up window. Once selected,"
|
|
|
|
|
" a template prefills the shift form accordingly."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Mallar**: Om det finns en eller flera mallar i din databas visas de i den "
|
|
|
|
|
"övre delen av popup-fönstret. När du har valt en mall fylls skiftformuläret "
|
|
|
|
|
"i på motsvarande sätt."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:213
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Resource`: Resources can be both employees or materials. If this "
|
|
|
|
|
"field is left empty, the shift is considered an :ref:`open shift "
|
|
|
|
|
"<planning/open-shifts>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Resurs`: Resurser kan vara både anställda eller material. Om "
|
|
|
|
|
"detta fält lämnas tomt betraktas skiftet som ett :ref:`öppet skift "
|
|
|
|
|
"<planering/öppna-skift>`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:215
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Role`: Select the role that the resource assigned will be "
|
|
|
|
|
"performing. This field is used when :ref:`auto-planning <planning/open-"
|
|
|
|
|
"shifts>` shifts. Once you select a role, the shift templates associated with"
|
|
|
|
|
" it are displayed in the upper section of the pop-up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Roll`: Välj den roll som den tilldelade resursen ska utföra. "
|
|
|
|
|
"Detta fält används när :ref:`autoplanering <planering/öppna skift>` skift. "
|
|
|
|
|
"När du har valt en roll visas de skiftmallar som är kopplade till den i den "
|
|
|
|
|
"övre delen av popup-fönstret."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:218
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Project`: If the Project app is installed in your database, this "
|
|
|
|
|
"field allows you to link the project to the shift is available, allowing you"
|
|
|
|
|
" to plan and track shifts dedicated to work on the selected project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Projekt`: Om Project-appen är installerad i din databas kan du i "
|
|
|
|
|
"det här fältet länka projektet till det tillgängliga arbetspasset, så att du"
|
|
|
|
|
" kan planera och spåra arbetspass som är avsedda för arbete med det valda "
|
|
|
|
|
"projektet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:221
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Sales Order Item`: If the Sales app is installed in your "
|
|
|
|
|
"database, this field allows you to link a sales order to the shift."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Försäljningsorderpost`: Om försäljningsappen är installerad i din"
|
|
|
|
|
" databas kan du i detta fält koppla en försäljningsorder till skiftet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:223
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Repeat`: Tick the checkbox and configure the :guilabel:`Repeat "
|
|
|
|
|
"Every` field according to your needs. The following rules apply to recurring"
|
|
|
|
|
" shifts:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Att upprepa`: Markera kryssrutan och konfigurera fältet "
|
|
|
|
|
":guilabel:`Repeat Every` efter dina behov. Följande regler gäller för "
|
|
|
|
|
"återkommande arbetspass:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:226
|
|
|
|
|
msgid ""
|
|
|
|
|
"All fields (e.g., :guilabel:`Resource`, :guilabel:`Role`, "
|
|
|
|
|
":guilabel:`Project`) are copied from the original shift except for the date,"
|
|
|
|
|
" which is adjusted according to the :guilabel:`Repeat Every` field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Alla fält (t.ex. :guilabel:`Resource`, :guilabel:`Role`, "
|
|
|
|
|
":guilabel:`Project`) kopieras från det ursprungliga skiftet utom datumet, "
|
|
|
|
|
"som justeras enligt fältet :guilabel:`Repeat Every`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:229
|
|
|
|
|
msgid "Recurrences are planned but not published."
|
|
|
|
|
msgstr "Upprepningar är planerade men inte publicerade."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:230
|
|
|
|
|
msgid ""
|
|
|
|
|
"By default, planned shifts are created six months in advance, after which "
|
|
|
|
|
"they are created gradually. To change the time frame, :ref:`activate the "
|
|
|
|
|
"Developer mode <developer-mode>`, then go to :menuselection:`Planning --> "
|
|
|
|
|
"Configuration --> Settings` and edit the :guilabel:`Recurring Shifts`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Som standard skapas planerade skift sex månader i förväg, därefter skapas de"
|
|
|
|
|
" gradvis. För att ändra tidsramen, :ref:`aktivera utvecklarläget <developer-"
|
|
|
|
|
"mode>`, gå sedan till :menuselection:`Planering --> Konfiguration --> "
|
|
|
|
|
"Inställningar` och redigera :guilabel:`Repurring Shifts`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:235
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Save as Template`: When this option is ticked, a shift template "
|
|
|
|
|
"is created with the same :guilabel:`Start and End hours`, "
|
|
|
|
|
":guilabel:`Allocated time`, :guilabel:`Role`, and :guilabel:`Project`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Spara som mall`: När detta alternativ är markerat skapas en "
|
|
|
|
|
"skiftmall med samma :guilabel:`Start- och sluttid`, :guilabel:`Tilldelad "
|
|
|
|
|
"tid`, :guilabel:`Roll`, och :guilabel:`Projekt`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:238
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Additional note sent to the employee`: Click on the field to add "
|
|
|
|
|
"a note."
|
|
|
|
|
msgstr ""
|
|
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|
|
":guilabel:`Ytterligare meddelande skickat till den anställde`: Klicka på "
|
|
|
|
|
"fältet för att lägga till en anteckning."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:239
|
|
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|
|
msgid ""
|
|
|
|
|
":guilabel:`Date`: Choose the date and time of your shift. This is the only "
|
|
|
|
|
"mandatory field when creating a shift."
|
|
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|
|
msgstr ""
|
|
|
|
|
":guilabel:`Datum`: Välj datum och tid för ditt arbetspass. Detta är det enda"
|
|
|
|
|
" obligatoriska fältet när du skapar ett arbetspass."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:241
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Allocated time`: Is calculated based on the date and the "
|
|
|
|
|
"employee’s :guilabel:`Working Schedule`. See more in :ref:`Shift Templates "
|
|
|
|
|
"<planning/templates>`."
|
|
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|
|
msgstr ""
|
|
|
|
|
":guilabel:`Tilldelad tid`: Beräknas baserat på datumet och den anställdes "
|
|
|
|
|
":guilabel:`Arbetsschema`. Se mer i :ref:`Skiftmallar <planering/templates>`."
|
|
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|
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|
|
|
|
|
#: ../../content/applications/services/planning.rst:244
|
|
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|
|
msgid ""
|
|
|
|
|
"Click :guilabel:`Publish & Save` to confirm the shift and send the assigned "
|
|
|
|
|
"employee their schedule by email."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på :guilabel:`Publicera & Spara` för att bekräfta arbetspasset och "
|
|
|
|
|
"skicka schemat till den tilldelade medarbetaren via e-post."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:248
|
|
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|
|
msgid ""
|
|
|
|
|
"The draft is visible on the admin planning view and can be identified by "
|
|
|
|
|
"diagonal lines. The employee is only notified of the shift once it's "
|
|
|
|
|
"published."
|
|
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|
|
msgstr ""
|
|
|
|
|
"Utkastet är synligt i administratörens planeringsvy och kan identifieras med"
|
|
|
|
|
" diagonala linjer. Medarbetaren meddelas om skiftet först när det har "
|
|
|
|
|
"publicerats."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:251
|
|
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|
|
msgid ""
|
|
|
|
|
"Two kinds of notifications are sent to the employees depending on their "
|
|
|
|
|
"account configuration:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Två typer av aviseringar skickas till de anställda beroende på deras "
|
|
|
|
|
"kontokonfiguration:"
|
|
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|
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|
|
|
|
|
#: ../../content/applications/services/planning.rst:253
|
|
|
|
|
msgid ""
|
|
|
|
|
"Employees without user accounts are redirected to a dedicated **Planning "
|
|
|
|
|
"portal**."
|
|
|
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|
msgstr ""
|
|
|
|
|
"Anställda utan användarkonto omdirigeras till en särskild "
|
|
|
|
|
"**Planeringsportal**."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:254
|
|
|
|
|
msgid ""
|
|
|
|
|
"Employees with a user account are redirected to the :guilabel:`My Planning` "
|
|
|
|
|
"view in the backend view of Odoo."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Anställda med ett användarkonto omdirigeras till vyn :guilabel:`My Planning`"
|
|
|
|
|
" i backend-vyn i Odoo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:260
|
|
|
|
|
msgid "Open shifts and auto planning"
|
|
|
|
|
msgstr "Öppna skift och automatisk planering"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:262
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Auto Plan` button allows you to assign **Open shifts** "
|
|
|
|
|
"(shifts with no resource assigned) and create and assign shifts linked to "
|
|
|
|
|
"sales orders or project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Med knappen :guilabel:`Auto Plan` kan du tilldela **Öppna skift** (skift "
|
|
|
|
|
"utan tilldelad resurs) samt skapa och tilldela skift som är kopplade till "
|
|
|
|
|
"försäljningsorder eller projekt."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:265
|
|
|
|
|
msgid "The following features have an impact on auto planning:"
|
|
|
|
|
msgstr "Följande funktioner har en inverkan på automatisk planering:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:267
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Roles**: Open shifts are only assigned to resources (employees or "
|
|
|
|
|
"materials) that have the corresponding role assigned. It is not possible to "
|
|
|
|
|
"use the :guilabel:`Auto Plan` feature for employee with no roles."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Roller**: Öppna skift tilldelas endast resurser (anställda eller material)"
|
|
|
|
|
" som har motsvarande roll tilldelad. Det är inte möjligt att använda "
|
|
|
|
|
"funktionen :guilabel:`Auto Plan` för anställda utan roller."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:270
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Default roles**: The default role assigned to a resource is given priority"
|
|
|
|
|
" over the other roles they have assigned to them."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Förvalda roller**: Den standardroll som tilldelats en resurs prioriteras "
|
|
|
|
|
"framför de andra roller som de har tilldelats."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:272
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Conflicts**: Employees or materials cannot be assigned multiple shifts at "
|
|
|
|
|
"the same time."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Konflikter**: Anställda eller material kan inte tilldelas flera skift "
|
|
|
|
|
"samtidigt."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:273
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Time off**: The employees’ time off is taken into account, as well as "
|
|
|
|
|
"public holidays."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Ledig tid**: Hänsyn tas till de anställdas lediga tid samt till allmänna "
|
|
|
|
|
"helgdagar."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:274
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Company working hours**: Are taken into account when assigning shifts to "
|
|
|
|
|
"employees or materials."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Företagets arbetstid**: Beaktas vid tilldelning av skift till medarbetare "
|
|
|
|
|
"eller material."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:275
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Contracts**: Employees without an active contract cannot be assigned "
|
|
|
|
|
"shifts."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**Kontrakt**: Anställda utan ett aktivt kontrakt kan inte tilldelas skift."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:277
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click :guilabel:`Publish` to confirm the schedule and notify the employees "
|
|
|
|
|
"of their planning."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på :guilabel:`Publish` för att bekräfta schemat och meddela de "
|
|
|
|
|
"anställda om deras planering."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:282
|
|
|
|
|
msgid "Switching shifts and unassignment"
|
|
|
|
|
msgstr "Byte av skift och avlastning"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:284
|
|
|
|
|
msgid ""
|
|
|
|
|
"Two features are available to allow employees to make changes to their "
|
|
|
|
|
"schedule: **switching shifts** and **unassignment**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Det finns två funktioner som gör det möjligt för anställda att göra "
|
|
|
|
|
"ändringar i sitt schema: **byta skift** och **borttagning**."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:288
|
|
|
|
|
msgid ""
|
|
|
|
|
"These features are mutually exclusive. Switching shifts is possible by "
|
|
|
|
|
"default and cannot be disabled. However, once the **Allow unassignment** "
|
|
|
|
|
"feature is enabled, it replaces the option to switch shifts."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Dessa funktioner är ömsesidigt uteslutande. Skiftbyte är möjligt som "
|
|
|
|
|
"standard och kan inte inaktiveras. När funktionen **Tillåt tilldelning** är "
|
|
|
|
|
"aktiverad ersätter den dock möjligheten att byta skift."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:293
|
|
|
|
|
msgid "Switching shifts"
|
|
|
|
|
msgstr "Byte av skift"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:295
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once shifts are planned and published, employees receive an email "
|
|
|
|
|
"notification. If an employee wishes to switch a shift, they can click the "
|
|
|
|
|
"unwanted shift and click :guilabel:`Ask to switch`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När arbetspassen har planerats och publicerats får de anställda ett "
|
|
|
|
|
"e-postmeddelande. Om en anställd vill byta ett arbetspass kan de klicka på "
|
|
|
|
|
"det oönskade arbetspasset och klicka på :guilabel:`Ask to switch`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:298
|
|
|
|
|
msgid ""
|
|
|
|
|
"The shift remains assigned to the original employee, but in the schedule, a "
|
|
|
|
|
"notification informing that the assigned employee would like to switch "
|
|
|
|
|
"shifts is visible on the shift."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Skiftet är fortfarande tilldelat den ursprungliga medarbetaren, men i "
|
|
|
|
|
"schemat visas ett meddelande om att den tilldelade medarbetaren vill byta "
|
|
|
|
|
"skift på skiftet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:301
|
|
|
|
|
msgid ""
|
|
|
|
|
"The shift is then displayed to other employees who share the same role, and "
|
|
|
|
|
"if they wish to assign it to themselves, they can click the :guilabel:`I "
|
|
|
|
|
"take it` button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Skiftet visas sedan för andra anställda som delar samma roll, och om de vill"
|
|
|
|
|
" tilldela det till sig själva kan de klicka på knappen :guilabel:`Jag tar "
|
|
|
|
|
"det`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:305
|
|
|
|
|
#: ../../content/applications/services/planning.rst:323
|
|
|
|
|
msgid "The following rules apply:"
|
|
|
|
|
msgstr "Följande regler gäller:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:307
|
|
|
|
|
msgid ""
|
|
|
|
|
"Only the shifts matching the employee's roles are displayed as available to "
|
|
|
|
|
"them."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Endast de arbetspass som matchar medarbetarens roll visas som tillgängliga "
|
|
|
|
|
"för dem."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:308
|
|
|
|
|
#: ../../content/applications/services/planning.rst:326
|
|
|
|
|
msgid "Switching shifts is only available for shifts that are in the future."
|
|
|
|
|
msgstr "Skiftbytet är endast tillgängligt för skift som ligger i framtiden."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:311
|
|
|
|
|
msgid "Unassignment"
|
|
|
|
|
msgstr "Otilldelad"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:313
|
|
|
|
|
msgid ""
|
|
|
|
|
"To allow employees to unassign themselves from shifts, go to "
|
|
|
|
|
":menuselection:`Planning --> Configuration --> Settings`, then tick the "
|
|
|
|
|
"checkbox :guilabel:`Allow Unassignment`. Then, specify the maximum number of"
|
|
|
|
|
" days that the employees can unassign themselves before the shift."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"För att tillåta anställda att ta bort sig själva från arbetspass, gå till "
|
|
|
|
|
":menuselection:`Planering --> Konfiguration --> Inställningar`, kryssa sedan"
|
|
|
|
|
" i kryssrutan :guilabel:`Tillåt borttagning`. Ange sedan det maximala "
|
|
|
|
|
"antalet dagar som de anställda kan ta bort sig själva före arbetspasset."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:318
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once shifts are planned and published, employees receive an email "
|
|
|
|
|
"notification. If shift unassignment is allowed, the employees can click the "
|
|
|
|
|
":guilabel:`I am unavailable` button, and the shift reverts to an open shift."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När arbetspassen har planerats och publicerats får de anställda ett "
|
|
|
|
|
"e-postmeddelande. Om det är tillåtet att byta arbetspass kan de anställda "
|
|
|
|
|
"klicka på knappen :guilabel:`Jag är inte tillgänglig`, så återgår "
|
|
|
|
|
"arbetspasset till ett öppet arbetspass."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/planning.rst:325
|
|
|
|
|
msgid ""
|
|
|
|
|
"Only the shifts matching the employee's roles are displayed in their "
|
|
|
|
|
"schedule."
|
|
|
|
|
msgstr "Endast de arbetspass som matchar medarbetarens roll visas i schemat."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project.rst:8
|
|
|
|
|
msgid "Project"
|
|
|
|
|
msgstr "Projekt"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project.rst:10
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo Project is a tool to manage your ongoing projects. Schedule tasks, "
|
|
|
|
|
"assign activities to coworkers, and keep track of each project's "
|
|
|
|
|
"profitability."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo Project är ett verktyg för att hantera dina pågående projekt. "
|
|
|
|
|
"Schemalägg uppgifter, tilldela aktiviteter till medarbetare och håll koll på"
|
|
|
|
|
" varje projekts lönsamhet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project.rst:14
|
|
|
|
|
#: ../../content/applications/services/timesheets.rst:11
|
|
|
|
|
msgid ""
|
|
|
|
|
"`Odoo Tutorials: Project and Timesheets "
|
|
|
|
|
"<https://www.odoo.com/slides/project-and-timesheets-21>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Handledning för `Odoo: Projekt och tidrapporter "
|
|
|
|
|
"<https://www.odoo.com/slides/project-and-timesheets-21>`_"
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:3
|
|
|
|
|
msgid "Project dashboard"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"The project dashboard allows you to get a comprehensive overview of your "
|
|
|
|
|
"project's status. It displays information such as the total number of tasks,"
|
|
|
|
|
" timesheets, and planned hours linked to the project, as well as detailed "
|
|
|
|
|
"information about project milestones and its costs and revenues. Within the "
|
|
|
|
|
"project dashboard, you can create :guilabel:`Project updates`, which allow "
|
|
|
|
|
"you to take a snapshot of the project's status at a certain point in time. "
|
|
|
|
|
"As such, it is a crucial tool for effective project management and ensuring "
|
|
|
|
|
"that your project stays on track."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:13
|
|
|
|
|
msgid "Using the project dashboard"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:15
|
|
|
|
|
msgid ""
|
|
|
|
|
"To access the project dashboard, open the **Project** app and hover over the"
|
|
|
|
|
" desired project’s card. Then, click the :icon:`fa-vertical-ellipsis` "
|
2025-02-23 15:02:15 +07:00
|
|
|
|
"(:guilabel:`vertical ellipsis`) icon and select :guilabel:`Dashboard`. "
|
|
|
|
|
"Alternatively, you can access the project dashboard from the project’s "
|
|
|
|
|
":ref:`top bar <project/project-management/top-bar>`."
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:20
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The left side of the dashboard displays a list of existing :ref:`project "
|
|
|
|
|
"updates <project/project-dashboard/updates>`, and the right side provides "
|
|
|
|
|
":ref:`detailed information about records linked to the project "
|
|
|
|
|
"<project/project-dashboard/smart-buttons>`, as well as :ref:`milestones "
|
|
|
|
|
"<project/project-dashboard/milestones>`, :ref:`profitability "
|
|
|
|
|
"<project/project-dashboard/profitability>`, and :ref:`budgets "
|
|
|
|
|
"<project/project-dashboard/budgets>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:27
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The information displayed on the project dashboard varies depending on the "
|
|
|
|
|
"applications installed on your database. For example, you will not see "
|
|
|
|
|
"information about **Timesheets**, **Planning**, or **Purchase Orders** if "
|
|
|
|
|
"the corresponding applications are not installed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:34
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid "Totals smart buttons"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:36
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
2025-02-23 15:02:15 +07:00
|
|
|
|
"The following smart buttons are displayed on the top right of the project "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"dashboard:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:38
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Tasks`: the number of completed (i.e., :guilabel:`Done` or "
|
|
|
|
|
":guilabel:`Canceled` :ref:`tasks "
|
|
|
|
|
"<project/tasks/task_stages_statuses/statuses>`) and all tasks, in format "
|
|
|
|
|
"completed/all, as well as the entire project's completion percentage "
|
|
|
|
|
"estimation."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:41
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Timesheets`: the number of hours or days (depending on the "
|
2025-02-23 15:02:15 +07:00
|
|
|
|
"**Timesheets** app configuration) allocated in the project’s **settings**. "
|
|
|
|
|
"This includes all :doc:`timesheets <../timesheets>`, whether or not they "
|
|
|
|
|
"have been validated."
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:44
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Planned`: the number of hours that have been planned for shifts "
|
|
|
|
|
"in the **Planning** app. This includes all :doc:`planned shifts "
|
|
|
|
|
"<../planning>`, including past shifts and shifts that have not yet been "
|
|
|
|
|
"published."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:47
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Documents`: number of :doc:`documents "
|
|
|
|
|
"<../../productivity/documents>` in the project’s workspace."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:49
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Burndown Chart`: click the smart button to access a :doc:`report "
|
|
|
|
|
"</applications/essentials/reporting>` on the status of the project’s tasks "
|
|
|
|
|
"over time."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:51
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Timesheets and Planning`: click the smart button to access a "
|
|
|
|
|
":doc:`report </applications/essentials/reporting>` on the project’s "
|
2025-02-23 15:02:15 +07:00
|
|
|
|
"timesheets and shifts. This allows you to easily compare planned and "
|
|
|
|
|
"effective hours of work on the project."
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:54
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"**Additional fields**, such as :guilabel:`Sales Orders`, :guilabel:`Sales "
|
|
|
|
|
"Order Items`, :guilabel:`Purchase Orders`, and more, represent the number of"
|
|
|
|
|
" records linked to the project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:58
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Use the project dashboard smart buttons to update the project records "
|
|
|
|
|
"easily. Click :guilabel:`Timesheets` to validate timesheets, "
|
|
|
|
|
":guilabel:`Planned` to create project planning, :guilabel:`Documents` to "
|
|
|
|
|
"view and validate documents, etc."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:65
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid "Milestones"
|
|
|
|
|
msgstr "Delmål"
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:67
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"This section is only visible if :doc:`milestones "
|
2025-02-23 15:02:15 +07:00
|
|
|
|
"</applications/sales/sales/invoicing/milestone>` have been enabled in the "
|
|
|
|
|
"Project’s app settings. Click :guilabel:`Add Milestone` to create a new "
|
|
|
|
|
"milestone. Click a milestone in the checklist to edit it, enable its "
|
|
|
|
|
"checkbox to mark it as completed, or click the :icon:`fa-trash` "
|
|
|
|
|
"(:guilabel:`trash`) icon to remove it."
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:72
|
|
|
|
|
msgid ""
|
|
|
|
|
"The milestones are displayed in red if they’re past their deadline, or in "
|
|
|
|
|
"green if they are ready to be marked as reached (i.e. tasks linked to the "
|
|
|
|
|
"milestone that have been marked with :guilabel:`done` or "
|
|
|
|
|
":guilabel:`canceled` :ref:`status "
|
|
|
|
|
"<project/tasks/task_stages_statuses/statuses>`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:79
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid "Profitability"
|
|
|
|
|
msgstr "Lönsamhet"
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:81
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
2025-02-23 15:02:15 +07:00
|
|
|
|
"This section provides a breakdown of project costs and revenues, which are "
|
|
|
|
|
"impacted by all records linked to the project and its :doc:`Analytic account"
|
|
|
|
|
" </applications/finance/accounting/reporting/analytic_accounting>`."
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:85
|
|
|
|
|
msgid "The profitability report is only displayed for billable projects."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:90
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid "Budgets"
|
|
|
|
|
msgstr "Budgetar"
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:92
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"If a budget has been set for the project, its status and related details are"
|
|
|
|
|
" displayed in this section. Click :guilabel:`Add Budget` to create a new "
|
|
|
|
|
"budget for the project."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:96
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
2025-02-23 15:02:15 +07:00
|
|
|
|
":doc:`Budgets </applications/finance/accounting/reporting/budget>` must be "
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"enabled in your database’s **Accounting** application in order for this "
|
|
|
|
|
"section to be displayed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:102
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid "Project updates"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:104
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Project updates allow you to take a snapshot of the project’s overall status"
|
|
|
|
|
" at a given point in time, for example, during a periodic (weekly, bi-"
|
|
|
|
|
"weekly, or monthly) review. This allows you to compare specific data points,"
|
|
|
|
|
" note any aspects of the project that need improvement, and estimate if the "
|
|
|
|
|
"project is on or off track."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:109
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new project update, go to the project dashboard, click "
|
|
|
|
|
":guilabel:`New`, and fill in the following fields:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:112
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Status`: Choose between :guilabel:`On Track`, :guilabel:`At "
|
|
|
|
|
"Risk`, :guilabel:`Off Track`, :guilabel:`On Hold`, and :guilabel:`Done`. "
|
|
|
|
|
"Once the status is set, a color-coded dot is displayed on the project’s "
|
|
|
|
|
"Kanban card, allowing the project manager to easily identify which projects "
|
|
|
|
|
"need attention."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:116
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Progress`: Manually input the completion percentage based on the "
|
|
|
|
|
"project's progress."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:117
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Date` and :guilabel:`Author`: These fields are automatically "
|
|
|
|
|
"filled in with appropriate information based on the user who created the "
|
|
|
|
|
"update and the current date."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_dashboard.rst:119
|
2025-02-02 08:44:15 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Description`: Use this rich-text field to gather notes. Depending"
|
|
|
|
|
" on the project configuration (e.g., if the project is billable), this field"
|
|
|
|
|
" may be pre-filled with current information on aspects such as "
|
|
|
|
|
"profitability, budget, milestones, etc."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-09-29 07:43:41 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:3
|
|
|
|
|
msgid "Project management"
|
|
|
|
|
msgstr "Projektledning"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo Project uses the **Kanban** project management system. This means all "
|
|
|
|
|
"projects are broken down into tasks, which are categorized on a whiteboard "
|
|
|
|
|
"according to what production phase they are in."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo Project använder projektledningssystemet **Kanban**. Det innebär att "
|
|
|
|
|
"alla projekt delas upp i uppgifter, som kategoriseras på en whiteboard "
|
|
|
|
|
"beroende på vilken produktionsfas de befinner sig i."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:8
|
|
|
|
|
msgid "Did you know?"
|
|
|
|
|
msgstr "Visste du det?"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:10
|
|
|
|
|
msgid ""
|
|
|
|
|
"The word **Kanban** comes from Japanese and refers to the \"visual board\" "
|
|
|
|
|
"management method."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ordet **Kanban** kommer från japanskan och syftar på managementmetoden "
|
|
|
|
|
"\"visuell tavla\"."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"`Odoo Tutorials: Kanban Project Management "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/kanban-project-management-1664>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"`Odoo-handledning: Kanban Projektledning "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/kanban-project-management-1664>`_"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:21
|
|
|
|
|
msgid ""
|
|
|
|
|
"Open the **Project** app and click :guilabel:`Create` to start a new "
|
|
|
|
|
"project. Enter a :guilabel:`Name` for your project and click "
|
|
|
|
|
":guilabel:`Create Project`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Öppna appen **Projekt** och klicka på :guilabel:`Create` för att starta ett "
|
|
|
|
|
"nytt projekt. Ange ett :guilabel:`Namn` för ditt projekt och klicka på "
|
|
|
|
|
":guilabel:`Create Project`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:24
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can customize your existing **projects** from the dashboard by clicking "
|
|
|
|
|
"the drop-down toggle button (:guilabel:`⋮`) on your project's **card**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Du kan anpassa dina befintliga **projekt** från instrumentpanelen genom att "
|
|
|
|
|
"klicka på rullgardinsmenyn (:guilabel:`⋮`) på ditt projekts **kort**."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst-1
|
|
|
|
|
msgid "Project card"
|
|
|
|
|
msgstr "Projektkort"
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|
|
#: ../../content/applications/services/project/project_management.rst:31
|
|
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|
|
msgid "This enables a new menu divided into four parts:"
|
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|
|
msgstr "Detta möjliggör en ny meny som är uppdelad i fyra delar:"
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|
|
#: ../../content/applications/services/project/project_management.rst:33
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|
msgid ""
|
|
|
|
|
":guilabel:`View`: see an overview of your project's components, such as its "
|
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|
|
":guilabel:`Tasks`, :guilabel:`Milestones` and :guilabel:`Project Updates`. "
|
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|
|
"Depending on which apps you have activated, more options may be available, "
|
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|
|
"such as :guilabel:`Documents`. All uploaded files can be found under this "
|
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|
|
"menu, as well as in the **Documents** app, under :guilabel:`Projects`;"
|
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msgstr ""
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|
":guilabel:`View`: se en översikt över ditt projekts komponenter, t.ex. dess "
|
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|
":guilabel:`Tasks`, :guilabel:`Milestones` och :guilabel:`Project Updates`. "
|
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|
"Beroende på vilka appar du har aktiverat kan fler alternativ finnas "
|
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|
"tillgängliga, t.ex. :guilabel:`Dokument`. Alla uppladdade filer finns under "
|
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"denna meny, samt i appen **Dokument**, under :guilabel:`Projekt`;"
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|
#: ../../content/applications/services/project/project_management.rst:37
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msgid ""
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|
":guilabel:`Reporting`: analyze your project's progress and profitability "
|
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|
|
"through graphics and statistics;"
|
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msgstr ""
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":guilabel:`Reporting`: analysera projektets framsteg och lönsamhet med hjälp"
|
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|
" av grafik och statistik;"
|
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|
#: ../../content/applications/services/project/project_management.rst:39
|
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|
msgid ""
|
|
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|
|
"**Color**: make a line of color appear on the left side of the card so that "
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|
|
"your project is more recognizable;"
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msgstr ""
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|
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|
"**Färg**: gör att en färglinje visas på vänster sida av kortet så att ditt "
|
|
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|
|
"projekt blir mer igenkännligt;"
|
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|
|
#: ../../content/applications/services/project/project_management.rst:41
|
|
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|
|
msgid ":guilabel:`Settings`: you can change the following:"
|
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|
|
|
msgstr ":guilabel:`Settings`: Du kan ändra följande:"
|
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|
|
|
|
#: ../../content/applications/services/project/project_management.rst:43
|
|
|
|
|
msgid "the :guilabel:`Name` of the project;"
|
|
|
|
|
msgstr ":guilabel:`Namn` för projektet;"
|
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|
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|
|
|
#: ../../content/applications/services/project/project_management.rst:44
|
|
|
|
|
msgid "the :guilabel:`Name of the tasks` found under that project;"
|
|
|
|
|
msgstr ":guilabel:`Name of the tasks` som finns under det projektet;"
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:45
|
|
|
|
|
msgid "the :guilabel:`Customer` for whom the project is intended;"
|
|
|
|
|
msgstr "den :guilabel:`Kund` som projektet är avsett för;"
|
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|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:46
|
|
|
|
|
msgid "the :guilabel:`Tags` used for filtering;"
|
|
|
|
|
msgstr "de :guilabel:`Tags` som används för filtrering;"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:47
|
|
|
|
|
msgid "the :guilabel:`Company` responsible for the project;"
|
|
|
|
|
msgstr "det :guilabel:`Företag` som ansvarar för projektet;"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:48
|
|
|
|
|
msgid "the employee designated as :guilabel:`Project Manager`;"
|
|
|
|
|
msgstr "den anställde som utsetts till :guilabel:`Projektledare`;"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:49
|
|
|
|
|
msgid "the :guilabel:`Planned Date` of the project;"
|
|
|
|
|
msgstr "det :guilabel:`planerade datumet` för projektet;"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:50
|
|
|
|
|
msgid "the total :guilabel:`Allocated Hours` for that project."
|
|
|
|
|
msgstr "det totala antalet :guilabel:`Allokerade timmar` för det projektet."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:52
|
|
|
|
|
msgid ""
|
|
|
|
|
"Additionally, you can mark the project as :guilabel:`Favorite`, allowing you"
|
|
|
|
|
" to find it using the :guilabel:`My Favorites` filter on the Kanban view;"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Dessutom kan du markera projektet som :guilabel:`Favorit`, så att du kan "
|
|
|
|
|
"hitta det med hjälp av :guilabel:`Mina favoriter`-filtret i Kanban-vyn;"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst-1
|
|
|
|
|
msgid "Project settings"
|
|
|
|
|
msgstr "Inställningar för projektet"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:60
|
|
|
|
|
msgid ""
|
|
|
|
|
"`Odoo Tutorials: Customize projects "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"`Odoo-handledning: Anpassa projekt "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1>`_"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:63
|
|
|
|
|
msgid ""
|
|
|
|
|
"Further settings are available under the :guilabel:`Settings` tab. Most of "
|
|
|
|
|
"them are *only* available depending on the activated apps."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ytterligare inställningar finns under fliken :guilabel:`Inställningar`. De "
|
|
|
|
|
"flesta av dem är *bara* tillgängliga beroende på vilka appar som är "
|
|
|
|
|
"aktiverade."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:67
|
|
|
|
|
msgid "Scheduling activities"
|
|
|
|
|
msgstr "Schemaläggning av aktiviteter"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:69
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can schedule **activities** (ex. :guilabel:`Call`, :guilabel:`Meeting`, "
|
|
|
|
|
"etc.) per project by clicking on the **clock** icon on a project. Doing so "
|
|
|
|
|
"opens a list with already scheduled activities and allows planning **new** "
|
|
|
|
|
"activities by clicking :guilabel:`+ Schedule an activity`. On the pop-up "
|
|
|
|
|
"window, select the :guilabel:`Activity Type`, enter a :guilabel:`Summary` "
|
|
|
|
|
"for that activity, a :guilabel:`Due Date`, and assign it to an employee. "
|
|
|
|
|
"According to the :guilabel:`Activity Type`, you may have **additional "
|
|
|
|
|
"options** available."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Du kan schemalägga **aktiviteter** (t.ex. :guilabel:`Call`, "
|
|
|
|
|
":guilabel:`Meeting`, etc.) per projekt genom att klicka på **klock**-ikonen "
|
|
|
|
|
"i ett projekt. Detta öppnar en lista med redan schemalagda aktiviteter och "
|
|
|
|
|
"gör det möjligt att planera **nya** aktiviteter genom att klicka på "
|
|
|
|
|
":guilabel:`+ Schemalägg en aktivitet`. I popup-fönstret väljer du "
|
|
|
|
|
":guilabel:`Activity Type`, anger en :guilabel:`Summary` för aktiviteten, ett"
|
|
|
|
|
" :guilabel:`Due Date` och tilldelar den till en anställd. Enligt "
|
|
|
|
|
":guilabel:`Activity Type` kan du ha **ytterligare alternativ** tillgängliga."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:77
|
|
|
|
|
msgid ""
|
|
|
|
|
"If an activity is **already** scheduled, the icon may change to a **phone**,"
|
|
|
|
|
" **group of people**, or other."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om en aktivitet **redan** är schemalagd kan ikonen ändras till **telefon**, "
|
|
|
|
|
"**grupp av personer** eller annat."
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:83
|
2025-01-05 08:44:31 +07:00
|
|
|
|
msgid "Top bar"
|
|
|
|
|
msgstr "Översta baren"
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:85
|
2025-01-05 08:44:31 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"In project management, reviewing the various records and documents related "
|
|
|
|
|
"to a project is often necessary. Odoo Project’s **top bar** provides quick "
|
|
|
|
|
"access to these essential resources. You can customize each project's top "
|
|
|
|
|
"bar to match its specific needs."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:89
|
2025-01-05 08:44:31 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"To set up the top bar for a project, go to the :guilabel:`Project` app, "
|
|
|
|
|
"click the project's card, then click the top bar :icon:`fa-sliders` "
|
|
|
|
|
":guilabel:`(sliders)` button. In the bar that appears above the search bar, "
|
|
|
|
|
"click the :icon:`fa-sliders` :guilabel:`(sliders)` button to select the "
|
|
|
|
|
"records you want to display, such as timesheets, sales orders, invoices, "
|
|
|
|
|
"documents, dashboards, etc."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:94
|
2025-01-05 08:44:31 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"You can then click the buttons to access the related records without leaving"
|
|
|
|
|
" the Project app. To return to your project tasks' Kanban view, click the "
|
|
|
|
|
":guilabel:`Tasks` button in the top bar."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/project_management.rst-1
|
|
|
|
|
msgid "Top bar selection menu"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:101
|
2025-01-05 08:44:31 +07:00
|
|
|
|
msgid "Custom top bar buttons"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:103
|
2025-01-05 08:44:31 +07:00
|
|
|
|
msgid "You can also create your own buttons to access more specific views:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:105
|
2025-01-05 08:44:31 +07:00
|
|
|
|
msgid "Click an existing top bar button to access the view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:106
|
2025-01-05 08:44:31 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Customize the view with keywords, filters, and grouping options using the "
|
|
|
|
|
"search bar."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:107
|
2025-01-05 08:44:31 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Click the :icon:`fa-sliders` :guilabel:`(sliders)` button in the top bar and"
|
|
|
|
|
" select :guilabel:`Save View`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-23 15:02:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/project_management.rst:109
|
2025-01-05 08:44:31 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Edit the default button name if necessary, then enable :guilabel:`Shared` if"
|
|
|
|
|
" you want to share the button with other users."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-09-29 07:43:41 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks.rst:5
|
|
|
|
|
msgid "Task management"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Hantering av uppgifter"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:3
|
|
|
|
|
msgid "Recurring tasks"
|
|
|
|
|
msgstr "Återkommande uppgifter"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"When handling a project, the same task often needs to be performed several "
|
|
|
|
|
"times: for example, weekly meetings or status reports. The **recurring "
|
|
|
|
|
"tasks** feature allows you to automate the creation of those tasks."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"När man hanterar ett projekt behöver man ofta utföra samma uppgift flera "
|
|
|
|
|
"gånger: t.ex. veckomöten eller statusrapporter. Med funktionen "
|
|
|
|
|
"**återkommande uppgifter** kan du automatisera skapandet av dessa uppgifter."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:10
|
|
|
|
|
msgid ""
|
|
|
|
|
"`Odoo Tutorials: Recurring tasks "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/recurring-tasks-1946>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Handledning för `Odoo: Återkommande uppgifter "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/recurring-tasks-1946>`_"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:15
|
|
|
|
|
msgid ""
|
|
|
|
|
"To enable recurring tasks, go to :menuselection:`Project --> Configuration "
|
|
|
|
|
"--> Settings`, then activate :guilabel:`Recurring Tasks`, and press "
|
|
|
|
|
":guilabel:`Save`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Aktivera återkommande uppgifter genom att gå till :menuselection:`Project "
|
|
|
|
|
"--> Configuration --> Settings`, aktivera :guilabel:`Recurring Tasks` och "
|
|
|
|
|
"klicka på :guilabel:`Save`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:19
|
|
|
|
|
msgid "Set up task recurrence"
|
|
|
|
|
msgstr "Ställ in återkommande uppgifter"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:21
|
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"In an existing task, click the :icon:`fa-repeat` (:guilabel:`Recurrent`) "
|
|
|
|
|
"button next to the :guilabel:`Deadline` field. Then, configure the "
|
|
|
|
|
":guilabel:`Repeat Every` field according to your needs."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:25
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"A new task in recurrence will be created once the status of the previous "
|
|
|
|
|
"task is set to :guilabel:`Done` or :guilabel:`Canceled`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:28
|
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
"The new task is created on the project dashboard with the following "
|
2024-09-29 07:43:41 +07:00
|
|
|
|
"configuration:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:30
|
|
|
|
|
msgid ""
|
2025-02-02 08:44:15 +07:00
|
|
|
|
":guilabel:`Stage`: is set to the first stage of the project dashboard "
|
|
|
|
|
"(:guilabel:`New` or equivalent);"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:32
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2024-09-29 07:43:41 +07:00
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msgid ""
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":guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, "
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2025-02-02 08:44:15 +07:00
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":guilabel:`Assignees`, :guilabel:`Customer`, :guilabel:`Tags`: are copied "
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"from the original task;"
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2024-09-29 07:43:41 +07:00
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msgstr ""
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:34
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2024-09-29 07:43:41 +07:00
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msgid ""
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2025-02-02 08:44:15 +07:00
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":guilabel:`Deadline`: is updated based on the :guilabel:`Repeat Every` field"
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" (e.g., if the task is set to repeat once a week, 7 days will be added to "
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"the deadline);"
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2024-09-29 07:43:41 +07:00
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msgstr ""
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:36
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msgid ""
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2025-02-02 08:44:15 +07:00
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":guilabel:`Milestones`, :guilabel:`Timesheets`, :guilabel:`Chatter`, "
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":guilabel:`Activities`, :guilabel:`Subtasks`: are **not** copied from the "
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"original task."
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2024-09-29 07:43:41 +07:00
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msgstr ""
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:39
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2025-02-02 08:44:15 +07:00
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msgid ""
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"Once a recurrence is configured, a **smart button** on the task displays the"
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" total number of existing recurrences."
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msgstr ""
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:43
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2024-09-29 07:43:41 +07:00
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msgid "Edit or stop task recurrence"
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msgstr "Redigera eller stoppa återkommande uppgifter"
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2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:45
|
2024-09-29 07:43:41 +07:00
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msgid ""
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"**To edit** the recurrence, open the last task in recurrence. Any changes "
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"made on the task will be applied to the tasks that will be created in the "
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"future."
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msgstr ""
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"**För att redigera** recurrencen, öppna den sista uppgiften i recurrencen. "
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"Alla ändringar som görs i uppgiften kommer att tillämpas på de uppgifter som"
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" kommer att skapas i framtiden."
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|
2025-02-02 08:44:15 +07:00
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:48
|
2024-09-29 07:43:41 +07:00
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msgid ""
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"**To stop** the recurrence, open the last task in recurrence and press the "
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":guilabel:`Recurrent` button next to the :guilabel:`Planned date`."
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msgstr ""
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"**För att stoppa** återkommande aktivitet, öppna den sista aktiviteten i "
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"återkommande aktivitet och tryck på knappen :guilabel:`Recurrent` bredvid "
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":guilabel:`Planned date`."
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#: ../../content/applications/services/project/tasks/sub-tasks.rst:3
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msgid "Sub-tasks"
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msgstr "Underaktivitet"
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#: ../../content/applications/services/project/tasks/sub-tasks.rst:5
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msgid ""
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"When handling project tasks, you can often benefit from splitting the "
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"workload into smaller **sub-tasks**, making it easier to track progress and "
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"manage the work."
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msgstr ""
|
2024-10-13 07:42:30 +07:00
|
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|
"När du hanterar projektuppgifter kan du ofta dra nytta av att dela upp "
|
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|
"arbetsbördan i mindre **underuppgifter**, vilket gör det lättare att följa "
|
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"upp framstegen och hantera arbetet."
|
2024-09-29 07:43:41 +07:00
|
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|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:8
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|
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|
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msgid ""
|
|
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"Odoo’s sub-task feature is particularly useful in some of the following "
|
|
|
|
|
"cases:"
|
|
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|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Odoos underuppgiftsfunktion är särskilt användbar i några av följande fall:"
|
2024-09-29 07:43:41 +07:00
|
|
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|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:10
|
|
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|
|
msgid "The task workload is too big to handle in one record."
|
2024-10-13 07:42:30 +07:00
|
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|
msgstr "Arbetsbelastningen är för stor för att hanteras i en post."
|
2024-09-29 07:43:41 +07:00
|
|
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|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:11
|
|
|
|
|
msgid "There’s a clear sequence of steps to follow."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Det finns en tydlig sekvens av steg att följa."
|
2024-09-29 07:43:41 +07:00
|
|
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|
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|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:12
|
|
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|
|
msgid ""
|
|
|
|
|
"Some parts of the workload fall under the scope of different projects and/or"
|
|
|
|
|
" assignees."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Vissa delar av arbetsbördan faller inom ramen för olika projekt och/eller "
|
|
|
|
|
"uppdragstagare."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:14
|
|
|
|
|
msgid ""
|
|
|
|
|
"The original task to which sub-tasks are linked is referred to as the "
|
|
|
|
|
"**parent task**. The sub-tasks of the parent task are known as **child "
|
|
|
|
|
"tasks**."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Den ursprungliga uppgiften som underuppgifterna är kopplade till kallas för "
|
|
|
|
|
"**överordnad uppgift**. Underuppgifterna till den överordnade uppgiften "
|
|
|
|
|
"kallas **underordnade uppgifter**."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:18
|
|
|
|
|
msgid "Creating sub-tasks"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Skapa underuppgifter"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:20
|
|
|
|
|
msgid "To create a sub-task:"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Så här skapar du en underuppgift:"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:22
|
|
|
|
|
msgid "Open the Project app, then go into your desired project."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Öppna Project-appen och gå sedan in i önskat projekt."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:23
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click the task where you want to add the sub-task, then click the "
|
|
|
|
|
":guilabel:`Sub-tasks` tab."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Klicka på den uppgift där du vill lägga till underuppgiften och klicka sedan"
|
|
|
|
|
" på fliken :guilabel:`Underuppgifter`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:24
|
|
|
|
|
msgid "Click :guilabel:`Add a line`, then fill in the :guilabel:`Title`."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Klicka på :guilabel:`Add a line` och fyll sedan i :guilabel:`Title`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:25
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click the :icon:`fa-cloud-upload` (:guilabel:`save`) icon to save the task "
|
|
|
|
|
"manually."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Klicka på ikonen :icon:`fa-cloud-upload` (:guilabel:`save`) för att spara "
|
|
|
|
|
"uppgiften manuellt."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:28
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can edit several fields of a sub-task directly from the parent task’s "
|
|
|
|
|
"sub-task tab without opening the individual sub-task. By default, those are:"
|
|
|
|
|
" :guilabel:`Title`, :guilabel:`Priority`, :guilabel:`Status`, and "
|
|
|
|
|
":guilabel:`Assignees`. Use the :icon:`fa-sliders` (:guilabel:`sliders`) icon"
|
|
|
|
|
" to add or remove fields."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Du kan redigera flera fält i en underuppgift direkt från den överordnade "
|
|
|
|
|
"uppgiftens underuppgiftsflik utan att öppna den enskilda underuppgiften. Som"
|
|
|
|
|
" standard är dessa: :guilabel:`Title`, :guilabel:`Priority`, "
|
|
|
|
|
":guilabel:`Status` och :guilabel:`Assignees`. Använd ikonen :icon:`fa-"
|
|
|
|
|
"sliders` (:guilabel:`sliders`) för att lägga till eller ta bort fält."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once the new sub-task is created, the following changes occur in the parent "
|
|
|
|
|
"task:"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"När den nya underuppgiften har skapats sker följande ändringar i den "
|
|
|
|
|
"överordnade uppgiften:"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:35
|
|
|
|
|
msgid ""
|
|
|
|
|
"A **smart button** displays the total number of sub-tasks, as well as the "
|
|
|
|
|
"number of closed (**done** or **canceled**) sub-tasks. Click the smart "
|
|
|
|
|
"button to access the list of the sub-tasks."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"En **smartknapp** visar det totala antalet underuppgifter samt antalet "
|
|
|
|
|
"avslutade (**utförda** eller **avbrutna**) underuppgifter. Klicka på "
|
|
|
|
|
"smartknappen för att komma till listan över underuppgifterna."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:37
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Allocated time` displays the amount of time allocated to the "
|
|
|
|
|
"parent task, as well as time allocated to the sub-tasks. This can be used to"
|
|
|
|
|
" ensure that the time allocated to sub-tasks does not exceed time allocated "
|
|
|
|
|
"to the parent task."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"I :guilabel:`Allocated time` visas den tid som har tilldelats den "
|
|
|
|
|
"överordnade uppgiften samt den tid som har tilldelats underuppgifterna. "
|
|
|
|
|
"Detta kan användas för att säkerställa att den tid som tilldelats "
|
|
|
|
|
"underuppgifterna inte överstiger den tid som tilldelats den överordnade "
|
|
|
|
|
"uppgiften."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:40
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Timesheets` tab includes a breakdown of time spent on the "
|
|
|
|
|
"parent task as well as sub-tasks."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Fliken :guilabel:`Timesheets` innehåller en uppdelning av den tid som lagts "
|
|
|
|
|
"ned på den överordnade uppgiften samt underuppgifter."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:43
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click :guilabel:`View` to open the sub-task you created. The sub-task form "
|
|
|
|
|
"is identical to the :ref:`task form <task_creation/task-configuration>`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Klicka på :guilabel:`View` för att öppna den underuppgift som du skapade. "
|
|
|
|
|
"Underuppgiftens formulär är identiskt med :ref:`uppgiftens formulär "
|
|
|
|
|
"<task_creation/task-configuration>`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:48
|
|
|
|
|
msgid ""
|
|
|
|
|
"A **smart button** allows to navigate back to the :guilabel:`Parent task`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"En **smart knapp** gör det möjligt att navigera tillbaka till "
|
|
|
|
|
":guilabel:`Parent task`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Sub-tasks` tab allows for further creation of sub-tasks."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Fliken :guilabel:`Sub-tasks` gör det möjligt att skapa ytterligare "
|
|
|
|
|
"underuppgifter."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/sub-tasks.rst:50
|
|
|
|
|
msgid ""
|
|
|
|
|
"Selecting a :guilabel:`Project` will trigger this sub-task to be displayed "
|
|
|
|
|
"in the Kanban view of the selected project."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Om du väljer en :guilabel:`Project` kommer den här underuppgiften att visas "
|
|
|
|
|
"i Kanban-vyn för det valda projektet."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:3
|
|
|
|
|
msgid "Task creation"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Skapande av uppgifter"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Tasks in Odoo Project can be created manually or automatically, including "
|
|
|
|
|
"from emails or website forms."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Uppgifter i Odoo Project kan skapas manuellt eller automatiskt, till exempel"
|
|
|
|
|
" från e-postmeddelanden eller formulär på webbplatsen."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:11
|
|
|
|
|
msgid ""
|
|
|
|
|
"Open the Project app and choose the desired project. Create a new task by "
|
|
|
|
|
"doing one of the following:"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Öppna Project-appen och välj önskat projekt. Skapa en ny uppgift genom att "
|
|
|
|
|
"göra något av följande:"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:14
|
|
|
|
|
msgid ""
|
|
|
|
|
"Clicking the :icon:`fa-plus` (:guilabel:`plus`) button in the upper left "
|
|
|
|
|
"corner. This creates a new task in the first stage of your Kanban view."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Klicka på knappen :icon:`fa-plus` (:guilabel:`plus`) i det övre vänstra "
|
|
|
|
|
"hörnet. Detta skapar en ny uppgift i det första steget i din Kanban-vy."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:16
|
|
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|
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msgid ""
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|
|
|
|
"Pressing the :icon:`fa-plus` (:guilabel:`plus`) button next to the Kanban "
|
|
|
|
|
"stage name. This creates a new task in this Kanban stage."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Tryck på knappen :icon:`fa-plus` (:guilabel:`plus`) bredvid namnet på "
|
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|
"Kanban-steget. Detta skapar en ny uppgift i detta Kanban-steg."
|
2024-09-29 07:43:41 +07:00
|
|
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|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:19
|
|
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|
msgid ""
|
|
|
|
|
"Fill in the :guilabel:`Task Title` and add one or more "
|
|
|
|
|
":guilabel:`Assignees`, then click :guilabel:`Add`."
|
|
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|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Fyll i :guilabel:`Task Title` och lägg till en eller flera "
|
|
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|
|
":guilabel:`Assignees`, klicka sedan på :guilabel:`Add`."
|
2024-09-29 07:43:41 +07:00
|
|
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|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:25
|
|
|
|
|
msgid "Task configuration"
|
2024-10-13 07:42:30 +07:00
|
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msgstr "Konfiguration av uppgifter"
|
2024-09-29 07:43:41 +07:00
|
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|
#: ../../content/applications/services/project/tasks/task_creation.rst:27
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msgid ""
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|
|
|
|
"Click the task to open it. The task form includes the following fields that "
|
|
|
|
|
"you can fill in:"
|
|
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msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Klicka på uppgiften för att öppna den. Uppgiftsformuläret innehåller "
|
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|
"följande fält som du kan fylla i:"
|
2024-09-29 07:43:41 +07:00
|
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|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:29
|
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|
msgid ":guilabel:`Task Title`: title of the task."
|
2024-10-13 07:42:30 +07:00
|
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|
msgstr ":guilabel:`Task Title`: titel på uppgiften."
|
2024-09-29 07:43:41 +07:00
|
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|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:30
|
|
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|
msgid ""
|
|
|
|
|
":icon:`fa-star-o` (:guilabel:`Star`): click the :icon:`fa-star-o` "
|
|
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|
|
"(:guilabel:`star`) icon to mark the task as high priority. The icon will "
|
|
|
|
|
"turn yellow. Click it again to remove the high priority."
|
|
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|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":icon:`fa-star-o` (:guilabel:`Star`): klicka på ikonen :icon:`fa-star-o` "
|
|
|
|
|
"(:guilabel:`star`) för att markera uppgiften som högprioriterad. Ikonen blir"
|
|
|
|
|
" gul. Klicka på den igen för att ta bort den höga prioriteten."
|
2024-09-29 07:43:41 +07:00
|
|
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|
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|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:32
|
|
|
|
|
msgid ":guilabel:`Project`: the project that this task belongs to."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":guilabel:`Projekt`: det projekt som den här uppgiften tillhör."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Assignees`: the person(s) in charge of handling the work on this "
|
|
|
|
|
"task."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Assignees`: den eller de personer som är ansvariga för att "
|
|
|
|
|
"hantera arbetet med denna uppgift."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:34
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Tags`: custom labels allowing to categorize and filter your "
|
|
|
|
|
"tasks."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Tags`: anpassade etiketter som gör det möjligt att kategorisera "
|
|
|
|
|
"och filtrera dina uppgifter."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:35
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Customer`: the person or company that will be billed for this "
|
|
|
|
|
"task. This field only appears in tasks that belong to billable projects."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Kund`: den person eller det företag som kommer att faktureras för"
|
|
|
|
|
" den här uppgiften. Det här fältet visas bara i uppgifter som tillhör "
|
|
|
|
|
"fakturerbara projekt."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:37
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Sales Order Item`: this can be either the sales order that was "
|
|
|
|
|
"used to create this task, or a sales order that was linked to this task "
|
|
|
|
|
"manually. This field only appears in tasks linked to billable projects."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Sales Order Item`: detta kan vara antingen den försäljningsorder "
|
|
|
|
|
"som användes för att skapa denna uppgift eller en försäljningsorder som "
|
|
|
|
|
"länkades till denna uppgift manuellt. Det här fältet visas bara i uppgifter "
|
|
|
|
|
"som är kopplade till fakturerbara projekt."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:40
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Allocated Time`: the amount of time that the work on this task is"
|
|
|
|
|
" expected to last, tracked by timesheets."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Allokerad tid`: den tid som arbetet med den här uppgiften "
|
|
|
|
|
"förväntas ta, vilket följs upp med hjälp av tidrapporter."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:42
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Deadline`: the expected end date of the task. Once this field is "
|
|
|
|
|
"filled in, you can also add a start date to designate the entire time frame "
|
|
|
|
|
"of the tasks' duration."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Deadline`: det förväntade slutdatumet för uppgiften. När det här "
|
|
|
|
|
"fältet är ifyllt kan du också lägga till ett startdatum för att ange hela "
|
|
|
|
|
"tidsramen för uppgiftens varaktighet."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:47
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can also create new tasks by switching to the list or Gantt view and "
|
|
|
|
|
"clicking :guilabel:`New`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Du kan också skapa nya uppgifter genom att växla till list- eller Gantt-vyn "
|
|
|
|
|
"och klicka på :guilabel:`New`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"The following fields can also be edited directly from the Kanban view "
|
|
|
|
|
"without opening the individual task: :icon:`fa-star-o` (**priority**), "
|
|
|
|
|
":guilabel:`Allocated hours`, :guilabel:`Assignees`, and **task status**. You"
|
|
|
|
|
" can also **color code** or :guilabel:`Set a Cover image` to your task by "
|
|
|
|
|
"clicking the :icon:`fa-ellipsis-v` (**vertical ellipsis**)."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Följande fält kan också redigeras direkt från Kanban-vyn utan att öppna den "
|
|
|
|
|
"enskilda uppgiften: :icon:`fa-star-o` (**prioritet**), :guilabel:`Allocated "
|
|
|
|
|
"hours`, :guilabel:`Assignees` och **uppgiftsstatus**. Du kan också "
|
|
|
|
|
"**färgkoda** eller :guilabel:`Set a Cover image` för din uppgift genom att "
|
|
|
|
|
"klicka på :icon:`fa-ellipsis-v` (**vertikal ellips**)."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:53
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can use the following keyboard shortcuts in the task title to configure "
|
|
|
|
|
"new tasks (modify the values in the examples below according to your needs):"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Du kan använda följande kortkommandon i uppgiftsrubriken för att konfigurera"
|
|
|
|
|
" nya uppgifter (ändra värdena i exemplen nedan efter dina behov):"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:56
|
|
|
|
|
msgid "**30h**: to allocate 30 hours to the task."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "**30h**: att avsätta 30 timmar för uppgiften."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:57
|
|
|
|
|
msgid "**#tags**: to add tags to the task."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "**#tags**: för att lägga till taggar till uppgiften."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:58
|
|
|
|
|
msgid "**@user**: to assign the task to a user."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "**@user**: för att tilldela uppgiften till en användare."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:59
|
|
|
|
|
msgid "**!**: to star the task as high priority."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "**!**: för att markera uppgiften som högprioriterad."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:61
|
|
|
|
|
msgid ""
|
|
|
|
|
"Along with using the correct format, follow this order: the task's name, "
|
|
|
|
|
"followed by the allocated time, the tags, the assignee, and then the "
|
|
|
|
|
"priority."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Förutom att använda rätt format ska du följa den här ordningen: uppgiftens "
|
|
|
|
|
"namn, följt av den tilldelade tiden, taggarna, mottagaren och sedan "
|
|
|
|
|
"prioriteringen."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:64
|
|
|
|
|
msgid ""
|
|
|
|
|
"For example, if you want to create a task named \"Prepare workshop\", "
|
|
|
|
|
"allocate 5h hours to it, add the \"School\" tag, assign it to Audrey and set"
|
|
|
|
|
" its priority to :guilabel:`High`, enter the following task title: Prepare "
|
|
|
|
|
"workshop 5h #school @Audrey !"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Om du t.ex. vill skapa en uppgift med namnet \"Förbered workshop\", tilldela"
|
|
|
|
|
" den 5 timmar, lägga till taggen \"School\", tilldela den till Audrey och "
|
|
|
|
|
"ange dess prioritet till :guilabel:`High`, anger du följande uppgiftstitel: "
|
|
|
|
|
"Förbered workshop 5h #skola @Audrey !"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:0
|
|
|
|
|
msgid "Using keyboard shortcuts to create a task in Project."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Använda kortkommandon för att skapa en uppgift i Project."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:74
|
|
|
|
|
msgid "Creating tasks from an email alias"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Skapa uppgifter från ett e-postalias"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:76
|
|
|
|
|
msgid ""
|
|
|
|
|
"This feature allows for project tasks to be automatically created once an "
|
|
|
|
|
"email is delivered to a designated email address."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Denna funktion gör det möjligt att automatiskt skapa projektuppgifter när "
|
|
|
|
|
"ett e-postmeddelande har skickats till en angiven e-postadress."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:79
|
|
|
|
|
msgid ""
|
|
|
|
|
"To configure it, open the Project app, then click the :icon:`fa-ellipsis-v` "
|
|
|
|
|
"(:guilabel:`vertical ellipsis`) icon next to the desired project's name. "
|
|
|
|
|
"Select :guilabel:`Settings`, then open the :guilabel:`Settings` tab."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att konfigurera den öppnar du Project-appen och klickar sedan på ikonen "
|
|
|
|
|
":icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) bredvid namnet på "
|
|
|
|
|
"önskat projekt. Välj :guilabel:`Settings` och öppna sedan fliken "
|
|
|
|
|
":guilabel:`Settings`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:83
|
|
|
|
|
msgid ""
|
|
|
|
|
"Fill in the :guilabel:`Create tasks by sending an email to` field as "
|
|
|
|
|
"follows:"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Fyll i fältet :guilabel:`Skapa uppgifter genom att skicka ett "
|
|
|
|
|
"e-postmeddelande till` enligt följande:"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:85
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Section of the alias before the @ symbol**: type the name of the email "
|
|
|
|
|
"alias, e.g. `contact`, `help`, `jobs`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"**Aliasets del före @-symbolen**: skriv namnet på e-postaliaset, t.ex. "
|
|
|
|
|
"`contact`, `help`, `jobs`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:87
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Domain**: in most cases, this is filled in by default with your "
|
|
|
|
|
":doc:`domain <../../../general/email_communication>`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"**Domän**: i de flesta fall fylls detta i som standard med din :doc:`domän "
|
|
|
|
|
"<../../../general/email_communication>`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:89
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Accept Emails From**: refine the senders whose emails will create tasks in"
|
|
|
|
|
" the project."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"**Accept Emails From**: avgränsa de avsändare vars e-postmeddelanden kommer "
|
|
|
|
|
"att skapa uppgifter i projektet."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst-1
|
|
|
|
|
msgid "View of the email alias chosen on the dashboard view in Odoo Project"
|
|
|
|
|
msgstr "Visa det valda e-postaliaset i instrumentpanelvyn i Odoo Project"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:94
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once configured, the email alias can be seen under the name of your project "
|
|
|
|
|
"on the Kanban dashboard."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"När du har konfigurerat e-postaliaset kan du se det under namnet på ditt "
|
|
|
|
|
"projekt på Kanban-panelen."
|
2024-09-29 07:43:41 +07:00
|
|
|
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#: ../../content/applications/services/project/tasks/task_creation.rst:96
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msgid ""
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|
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"When an email is sent to the alias, the email is automatically converted "
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"into a project task. The following rules apply:"
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msgstr ""
|
2024-10-13 07:42:30 +07:00
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"När ett e-postmeddelande skickas till aliaset omvandlas e-postmeddelandet "
|
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"automatiskt till en projektuppgift. Följande regler gäller:"
|
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/project/tasks/task_creation.rst:99
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msgid "The email sender is displayed in the :guilabel:`Customer` field."
|
2024-10-13 07:42:30 +07:00
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msgstr "Avsändaren av e-postmeddelandet visas i fältet :guilabel:`Customer`."
|
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/project/tasks/task_creation.rst:100
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msgid "The email subject is displayed in the :guilabel:`Task Title` field."
|
2024-10-13 07:42:30 +07:00
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msgstr "Ämnet för e-postmeddelandet visas i fältet :guilabel:`Task Title`."
|
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/project/tasks/task_creation.rst:101
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msgid "The email body is displayed in the :guilabel:`Description` field."
|
2024-10-13 07:42:30 +07:00
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msgstr "E-postens innehåll visas i fältet :guilabel:`Description`."
|
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/project/tasks/task_creation.rst:102
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msgid ""
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"The whole content of the email is additionally displayed in the **chatter**."
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2024-10-13 07:42:30 +07:00
|
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msgstr "Hela innehållet i e-postmeddelandet visas dessutom i **chatter**."
|
2024-09-29 07:43:41 +07:00
|
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#: ../../content/applications/services/project/tasks/task_creation.rst:103
|
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msgid ""
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|
"All the recipients of the email (To/Cc/Bcc) that are Odoo users are "
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"automatically added as **followers** of the task."
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msgstr ""
|
2024-10-13 07:42:30 +07:00
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|
"Alla mottagare av e-postmeddelandet (To/Cc/Bcc) som är Odoo-användare läggs "
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|
"automatiskt till som **followers** för uppgiften."
|
2024-09-29 07:43:41 +07:00
|
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|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:107
|
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msgid "Creating tasks from a website form"
|
2024-10-13 07:42:30 +07:00
|
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msgstr "Skapa uppgifter från ett formulär på en webbplats"
|
2024-09-29 07:43:41 +07:00
|
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|
#: ../../content/applications/services/project/tasks/task_creation.rst:109
|
|
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|
|
msgid ""
|
|
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|
|
"If you have the Website app installed in your database, you can configure "
|
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|
|
"any form on your website to trigger the creation of tasks in a project."
|
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msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Om du har Website-appen installerad i din databas kan du konfigurera alla "
|
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|
|
|
"formulär på din webbplats så att de utlöser skapandet av uppgifter i ett "
|
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|
|
|
"projekt."
|
2024-09-29 07:43:41 +07:00
|
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|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:112
|
|
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|
|
msgid ""
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|
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|
"Go to the website page where you wish to add the the form and :ref:`add the "
|
|
|
|
|
"Form building block <websites/website/web_design/building_blocks>`."
|
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|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
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|
"Gå till den webbsida där du vill lägga till formuläret och :ref:`lägg till "
|
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|
|
"byggblocket Form <websites/website/web_design/building_blocks>`."
|
2024-09-29 07:43:41 +07:00
|
|
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|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:114
|
|
|
|
|
msgid "In the website editor, edit the following fields:"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "I webbplatsredigeraren redigerar du följande fält:"
|
2024-09-29 07:43:41 +07:00
|
|
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|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:116
|
|
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|
|
msgid ":guilabel:`Action`: select :guilabel:`Create a Task`."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":guilabel:`Action`: välj :guilabel:`Create a Task`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:117
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Project`: choose the project that you want the new tasks to be "
|
|
|
|
|
"created in."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Project`: välj det projekt som du vill att de nya uppgifterna ska"
|
|
|
|
|
" skapas i."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:119
|
2025-01-05 08:44:31 +07:00
|
|
|
|
msgid ":ref:`Customize the form <website/dynamic_content/form>`."
|
|
|
|
|
msgstr ""
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:121
|
|
|
|
|
msgid ""
|
|
|
|
|
"When the form is submitted, it automatically creates a project task. The "
|
|
|
|
|
"task's content is defined by the form's corresponding fields."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"När formuläret skickas in skapas automatiskt en projektuppgift. Uppgiftens "
|
|
|
|
|
"innehåll definieras av formulärets motsvarande fält."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_creation.rst:125
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`Dynamic website content "
|
|
|
|
|
"<../../../websites/website/web_design/building_blocks/dynamic_content>`"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":doc:`Dynamiskt innehåll på webbplatsen "
|
|
|
|
|
"<../../../webbplatser/webbplats/webbdesign/building_blocks/dynamic_content>`"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:3
|
|
|
|
|
msgid "Task dependencies"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo Project allows you to break down projects into tasks and establish "
|
|
|
|
|
"relationships between those tasks to determine the order in which they are "
|
|
|
|
|
"executed. Task dependencies ensure that certain tasks begin only after the "
|
|
|
|
|
"preceding tasks are completed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:9
|
|
|
|
|
msgid ""
|
|
|
|
|
"To enable task dependencies in projects, go to :menuselection:`Project --> "
|
|
|
|
|
"Configuration --> Settings`, enable :guilabel:`Task Dependencies`, and click"
|
|
|
|
|
" :guilabel:`Save`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:13
|
|
|
|
|
msgid "Set task dependencies"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:15
|
|
|
|
|
msgid ""
|
|
|
|
|
"Task dependencies can be created from the task form or the project's Gantt "
|
|
|
|
|
"view by linking the successor task (i.e., the task blocked by other tasks) "
|
|
|
|
|
"to its predecessor task(s) (i.e., the tasks blocking the successor task)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:19
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create task dependencies from the task form, access the desired task and,"
|
|
|
|
|
" in the :guilabel:`Blocked by` tab, click :guilabel:`Add a line`. Click "
|
|
|
|
|
":guilabel:`View` to access the predecessor task. To access the successor "
|
|
|
|
|
"tasks from the predecessor task, click the :guilabel:`Blocked Tasks` smart "
|
|
|
|
|
"button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:24
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a task dependency from the Gantt view, hover your mouse over the "
|
|
|
|
|
"predecessor task, then click one of the dots that appear around it. Drag and"
|
|
|
|
|
" drop the dot onto the successor task. An arrow appears, indicating the "
|
|
|
|
|
"dependency from the predecessor task to the successor."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst-1
|
|
|
|
|
msgid "Task dependency"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:32
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo automatically manages task progress based on their dependency. "
|
|
|
|
|
"Successor tasks are assigned the :guilabel:`Waiting` status and cannot be "
|
|
|
|
|
"moved to :guilabel:`In Progress` until their predecessor task(s) are marked "
|
|
|
|
|
"as :guilabel:`Approved`, :guilabel:`Cancelled`, or :guilabel:`Done`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:37
|
|
|
|
|
msgid "Remove dependencies"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:39
|
|
|
|
|
msgid "To remove a task dependency, proceed as follows:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:41
|
|
|
|
|
msgid ""
|
|
|
|
|
"From the task form, go to the **Blocked by** tab and click the :icon:`fa-"
|
|
|
|
|
"times` (:guilabel:`times`) button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_dependencies.rst:43
|
|
|
|
|
msgid ""
|
|
|
|
|
"From the Gantt view, click the red :icon:`fa-times` (:guilabel:`times`) "
|
|
|
|
|
"button that appears at the center of the arrow when you hover your mouse "
|
|
|
|
|
"over it."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-09-29 07:43:41 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:3
|
|
|
|
|
msgid "Task stages and statuses"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Uppgiftssteg och status"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:6
|
|
|
|
|
msgid "Task stages"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Arbetsuppgifternas faser"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:8
|
|
|
|
|
msgid ""
|
|
|
|
|
"Task stages are displayed as columns in the project's Kanban view, and allow"
|
|
|
|
|
" you to update the progress of its tasks with a drag-and-drop. In most "
|
|
|
|
|
"projects, the stages will be akin to **New**, **In progress**, **Backlog**, "
|
|
|
|
|
"etc."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Uppgiftsstadier visas som kolumner i projektets Kanban-vy och gör att du kan"
|
|
|
|
|
" uppdatera framstegen för dess uppgifter genom att dra och släppa. I de "
|
|
|
|
|
"flesta projekt kommer stegen att likna **New**, **In progress**, "
|
|
|
|
|
"**Backlog**, etc."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:12
|
|
|
|
|
msgid ""
|
|
|
|
|
"By default, task stages are project-specific but can be shared across "
|
|
|
|
|
"multiple projects that follow the same workflow."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Som standard är uppgiftsstegen projektspecifika, men de kan delas mellan "
|
|
|
|
|
"flera projekt som följer samma arbetsflöde."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:16
|
|
|
|
|
msgid "Creating task stages"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Skapa uppgiftssteg"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:18
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo Project doesn’t provide default stages but instead allows you to create"
|
|
|
|
|
" custom stages tailored to your specific business needs. You are prompted to"
|
|
|
|
|
" do so immediately after :ref:`creating a new project "
|
|
|
|
|
"<project_management/configuration>`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Odoo Project tillhandahåller inte standardsteg utan låter dig istället skapa"
|
|
|
|
|
" anpassade steg som är skräddarsydda för dina specifika affärsbehov. Du "
|
|
|
|
|
"uppmanas att göra det omedelbart efter :ref:`skapande av ett nytt projekt "
|
|
|
|
|
"<project_management/configuration>`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:22
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a stage, type its name into the :guilabel:`Stage...` field, then "
|
|
|
|
|
"click :guilabel:`Add`."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att skapa en scen skriver du dess namn i fältet :guilabel:`Stage...` och"
|
|
|
|
|
" klickar sedan på :guilabel:`Add`."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:25
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click :guilabel:`See examples` to find ideas for stage names applicable to "
|
|
|
|
|
"your line of business."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Klicka på :guilabel:`Se exempel` för att hitta idéer till artistnamn som "
|
|
|
|
|
"passar din bransch."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:28
|
|
|
|
|
msgid "Editing task stages"
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr "Steg i redigeringsarbetet"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:30
|
|
|
|
|
msgid ""
|
|
|
|
|
"To edit the task stage, click the :icon:`fa-cog` (:guilabel:`cog`) icon next"
|
|
|
|
|
" to its name. From there, click one of the following:"
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"För att redigera uppgiftssteget klickar du på ikonen :icon:`fa-cog` "
|
|
|
|
|
"(:guilabel:`cog`) bredvid dess namn. Klicka sedan på något av följande:"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Fold`: to hide the task stage and all of the tasks in this stage "
|
|
|
|
|
"from the Kanban view."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Fold`: för att dölja uppgiftssteget och alla uppgifter i detta "
|
|
|
|
|
"steg från Kanban-vyn."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:34
|
|
|
|
|
msgid ":guilabel:`Edit`:"
|
2024-10-13 07:42:30 +07:00
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msgstr ":guilabel:`Edit`:"
|
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:36
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msgid ":guilabel:`Name`: to change the name of the stage."
|
2024-10-13 07:42:30 +07:00
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msgstr ":guilabel:`Namn`: för att ändra namnet på scenen."
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2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:37
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msgid ""
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":guilabel:`SMS/Email Template`: to automatically send an email or SMS "
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"notification to the customer when a task reaches this stage."
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msgstr ""
|
2024-10-13 07:42:30 +07:00
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":guilabel:`SMS/Email Template`: för att automatiskt skicka ett "
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"e-postmeddelande eller SMS till kunden när en uppgift når detta steg."
|
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:39
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msgid ""
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":guilabel:`Folded in Kanban`: to hide the task stage and all of the tasks in"
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|
" this stage from the Kanban view."
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msgstr ""
|
2024-10-13 07:42:30 +07:00
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":guilabel:`Folded in Kanban`: för att dölja uppgiftssteget och alla "
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"uppgifter i detta steg från Kanban-vyn."
|
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:41
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msgid ""
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":guilabel:`Projects`: to share this task stage between several projects."
|
2024-10-13 07:42:30 +07:00
|
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msgstr ":guilabel:`Projekt`: att dela denna arbetsfas mellan flera projekt."
|
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:42
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msgid ""
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|
":guilabel:`Automations`: to create :doc:`custom rules that trigger automatic"
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|
" actions <../../../studio/automated_actions>` (e.g., creating activities, "
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|
"adding followers, or sending webhook notifications). Note that this will "
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|
|
"activate Studio in your database, which may impact your pricing plan."
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msgstr ""
|
2024-10-13 07:42:30 +07:00
|
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|
":guilabel:`Automations`: för att skapa :doc:`custom rules som utlöser "
|
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"automatiska åtgärder <../../../studio/automated_actions>` (t.ex. skapa "
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|
"aktiviteter, lägga till följare eller skicka webhook-meddelanden). Observera"
|
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" att detta kommer att aktivera Studio i din databas, vilket kan påverka din "
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|
|
"prisplan."
|
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:47
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msgid ":guilabel:`Delete`: to delete this stage."
|
2024-10-13 07:42:30 +07:00
|
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msgstr ":guilabel:`Delete`: för att ta bort detta steg."
|
2024-09-29 07:43:41 +07:00
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|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:48
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msgid ""
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|
":guilabel:`Archive/Unarchive all`: to archive or unarchive all of the tasks "
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|
"in this stage."
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msgstr ""
|
2024-10-13 07:42:30 +07:00
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":guilabel:`Arkivera/avarkivera alla`: för att arkivera eller avarkivera alla"
|
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" uppgifter i detta steg."
|
2024-09-29 07:43:41 +07:00
|
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|
2025-02-02 08:44:15 +07:00
|
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|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:53
|
2024-09-29 07:43:41 +07:00
|
|
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|
msgid "Task statuses"
|
2024-10-13 07:42:30 +07:00
|
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msgstr "Status för uppgifter"
|
2024-09-29 07:43:41 +07:00
|
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|
2025-02-02 08:44:15 +07:00
|
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|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:55
|
2024-09-29 07:43:41 +07:00
|
|
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|
msgid ""
|
|
|
|
|
"Task statuses are used to track the status of tasks within the Kanban stage,"
|
|
|
|
|
" as well as to close the task when it’s done or canceled. Unlike Kanban "
|
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|
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|
"stages, they cannot be customized; five task statuses exist in Odoo and are "
|
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|
"used as follows:"
|
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msgstr ""
|
2024-10-13 07:42:30 +07:00
|
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|
"Uppgiftsstatus används för att spåra statusen för uppgifter inom Kanban-"
|
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|
"stadiet, samt för att stänga uppgiften när den är klar eller avbruten. Till "
|
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|
"skillnad från Kanban-steg kan de inte anpassas; fem uppgiftsstatusar finns i"
|
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|
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|
" Odoo och används på följande sätt:"
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:59
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`In Progress`: this is the default state of all tasks, meaning "
|
|
|
|
|
"that work required for the task to move to the next Kanban stage is ongoing."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`In Progress`: detta är standardtillståndet för alla uppgifter, "
|
|
|
|
|
"vilket innebär att det arbete som krävs för att uppgiften ska gå vidare till"
|
|
|
|
|
" nästa Kanban-steg pågår."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:61
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Changes Requested`: to highlight that changes, either requested "
|
|
|
|
|
"by the customer or internally, are needed before the task is moved to the "
|
|
|
|
|
"next Kanban stage."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Changes Requested`: för att markera att ändringar, antingen "
|
|
|
|
|
"begärda av kunden eller internt, behövs innan uppgiften flyttas till nästa "
|
|
|
|
|
"Kanban-steg."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:63
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Approved`: to highlight that the task is ready to be moved to the"
|
|
|
|
|
" next stage."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
":guilabel:`Approved`: för att markera att uppgiften är redo att gå vidare "
|
|
|
|
|
"till nästa steg."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:64
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ":guilabel:`Canceled`: to cancel the task."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":guilabel:`Canceled`: för att avbryta uppgiften."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:65
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ":guilabel:`Done`: to close the task once it's been completed."
|
2024-10-13 07:42:30 +07:00
|
|
|
|
msgstr ":guilabel:`Done`: för att avsluta uppgiften när den har slutförts."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:69
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Changes Requested` and :guilabel:`Approved` task statuses are"
|
|
|
|
|
" cleared as soon as the task is moved to another Kanban stage. The task "
|
|
|
|
|
"status reverts to the default :guilabel:`In Progress` status so that "
|
|
|
|
|
":guilabel:`Changes Requested` or :guilabel:`Approved` status can be applied "
|
|
|
|
|
"again once the necessary work has been completed in this Kanban stage."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Uppgiftsstatusarna :guilabel:`Changes Requested` och :guilabel:`Approved` "
|
|
|
|
|
"rensas så snart uppgiften flyttas till ett annat Kanban-steg. Uppgiftens "
|
|
|
|
|
"status återgår till standardstatusen :guilabel:`In Progress` så att statusen"
|
|
|
|
|
" :guilabel:`Changes Requested` eller :guilabel:`Approved` kan tillämpas igen"
|
|
|
|
|
" när det nödvändiga arbetet har slutförts i detta Kanban-steg."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
2025-02-02 08:44:15 +07:00
|
|
|
|
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:73
|
2024-09-29 07:43:41 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Done` and :guilabel:`Canceled` statuses are independent from "
|
|
|
|
|
"the Kanban stage. Once a task is marked as :guilabel:`Done` or "
|
|
|
|
|
":guilabel:`Canceled`, it is closed. If needed, it can be reopened by "
|
|
|
|
|
"changing its status."
|
|
|
|
|
msgstr ""
|
2024-10-13 07:42:30 +07:00
|
|
|
|
"Statusarna :guilabel:`Done` och :guilabel:`Canceled` är oberoende av Kanban-"
|
|
|
|
|
"stadiet. När en uppgift markeras som :guilabel:`Done` eller "
|
|
|
|
|
":guilabel:`Canceled` är den stängd. Om det behövs kan den öppnas igen genom "
|
|
|
|
|
"att ändra status."
|
2024-09-29 07:43:41 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets.rst:8
|
|
|
|
|
msgid "Timesheets"
|
|
|
|
|
msgstr "Tidrapporter"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:3
|
|
|
|
|
msgid "Create Timesheets upon Time Off Validation"
|
|
|
|
|
msgstr "Skapa tidrapporter vid validering av ledig tid"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo automatically timesheets on project/tasks upon time off requests. This "
|
|
|
|
|
"allows for better overall control over the validation of timesheets, as it "
|
|
|
|
|
"does not leave place for forgetfulness and questions after hours that have "
|
|
|
|
|
"not been timesheeted by the employee."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo registrerar automatiskt tid på projekt/uppgifter vid begäran om "
|
|
|
|
|
"ledighet. Detta ger bättre övergripande kontroll över valideringen av "
|
|
|
|
|
"tidrapporter, eftersom det inte lämnar utrymme för glömska och frågor efter "
|
|
|
|
|
"timmar som inte har tidrapporterats av den anställde."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:9
|
|
|
|
|
msgid ""
|
|
|
|
|
"Activate the :ref:`developer mode <developer-mode>`, go to *Timesheets*, and"
|
|
|
|
|
" change the *Project* and *Task* set by default, if you like."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Aktivera :ref:`utvecklarläge <utvecklarläge>`, gå till *Timmar*, och ändra "
|
|
|
|
|
"*Projekt* och *Uppgift* som är standardinställda, om du vill."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of Timesheets setting enabling the feature record time off in Odoo "
|
|
|
|
|
"Timesheets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Inställningen Visa tidrapporter aktiverar funktionen Registrera tid i Odoo "
|
|
|
|
|
"Timesheets"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:16
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to :menuselection:`Time Off --> Configuration --> Time Off Types`. Select"
|
|
|
|
|
" or create the needed type, and decide if you would like the requests to be "
|
|
|
|
|
"validated or not."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Gå till :menuselection:`Tidsavbrott --> Konfiguration --> Typer av "
|
|
|
|
|
"tidsavbrott`. Välj eller skapa den typ som behövs och bestäm om du vill att "
|
|
|
|
|
"förfrågningarna ska bekräftas eller inte."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"View of a time off types form emphasizing the time off requests and timesheets section in\n"
|
|
|
|
|
"Odoo Time Off"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vy över en ledighetsblankett med betoning på avsnittet om ledighetsförfrågningar och tidrapporter i\n"
|
|
|
|
|
"Odoo Ledig tid"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:26
|
|
|
|
|
msgid ""
|
|
|
|
|
"Now, once the employee has requested his time off and the request has been "
|
|
|
|
|
"validated (or not, depending on the setting chosen), the time is "
|
|
|
|
|
"automatically allocated on *Timesheets*, under the respective project and "
|
|
|
|
|
"task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Nu, när den anställde har begärt sin ledighet och begäran har validerats "
|
|
|
|
|
"(eller inte, beroende på vilken inställning som valts), fördelas tiden "
|
|
|
|
|
"automatiskt på *Timesheets*, under respektive projekt och uppgift."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the example below, the user requested *Paid Time off* from July 13th to "
|
|
|
|
|
"15th."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"I exemplet nedan begärde användaren *betald ledighet* från 13 till 15 juli."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
|
|
|
|
msgid "View of the time off request form in Odoo Time Off"
|
|
|
|
|
msgstr "Visa formuläret för ledighetsansökan i Odoo Time Off"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:33
|
|
|
|
|
msgid ""
|
|
|
|
|
"Considering that validation is not required, the requested time off is "
|
|
|
|
|
"automatically displayed in *Timesheets*. If validation is necessary, the "
|
|
|
|
|
"time is automatically allocated after the responsible person for validating "
|
|
|
|
|
"does it so."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Om validering inte krävs, visas den begärda ledigheten automatiskt i "
|
|
|
|
|
"*Timmar*. Om validering är nödvändig tilldelas tiden automatiskt efter att "
|
|
|
|
|
"den person som ansvarar för valideringen har gjort det."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"Video of timesheets emphasizing the requested time off from the employee in "
|
|
|
|
|
"Odoo Timesheets"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Video av tidrapporter som betonar den begärda ledigheten från den anställde "
|
|
|
|
|
"i Odoo Timesheets"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst:41
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click on the magnifying glass, hovering over the concerned cell, to access "
|
|
|
|
|
"all the aggregated data on that cell (day), and see details regarding the "
|
|
|
|
|
"project/task."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Klicka på förstoringsglaset när du håller muspekaren över den aktuella "
|
|
|
|
|
"cellen för att få tillgång till alla aggregerade data för den cellen (dagen)"
|
|
|
|
|
" och se detaljer om projektet/uppgiften."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
|
|
|
|
msgid "View of the details of a project/task in Odoo Timeheets"
|
|
|
|
|
msgstr "Visa detaljerna för ett projekt/uppgift i Odoo Timeheets"
|